Michael Wehner
Owner / Financial Advisor at Tru Financial, LLC
- Role
- Owner Financial Advisor at Tru Financial Llc
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Michael Wehner
Tru Financial isn’t about just telling you what to do with your money—we’re about…
Experience
Owner Financial Advisor
May 2016 — Present · Seattle, WA, US
Securities and investment advisory services offered through Osaic Wealth, Inc.(WFS), member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Education
University of Wisconsin-Madison
BBA, Marketing and Managment
1982 — 1986
Skills
- Business Continuation Strategies
- Buy-Sell Agreements
- Salary Continuation
- Mutual Funds
- Dental Insurance
- Estate Planning
- Roth Ira's
- Executive Benefits Strategies
- Survior Income
- Informal Business Valuation
- Wealth Accumulation
- Financial Needs Analysis
- Pension Plans
- Universal Life Insurance
- Sep and Simple Ira
- Fixed Annuities
- Key Person Insurance
- Variable Annuities
- Supplemental Retirement Income
- Business Overhead Expense
- Charitable Giving
- Long-Term Care Insurance
- Traditional Ira's
- Buy-Sell Review
- Whole Life Insurance
- Split Dollar Plans
- Disability Income Insurance
- 403(B)
- Roth Iras
- Tax-Deferred Savings
- 401(K)
- Income Protection
- Series 6, 63 and 65 Registrations
- College Funding Strategies
- Traditional Iras
- Wellness Programs
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