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Michael T
Series 63, Series 65
Coeur D'Alene, ID
OSAIC
Michael Tanneberger is a financial advisor with OSAIC in Coeur d'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Royal Alliance since 2017 and previously spent 12 years at National Planning Corporation. Outside of his advisory role, he serves on the board of an Idaho nonprofit and is a member of the Coeur d'Alene Rotary Club and Chamber of Commerce. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk-assessment techniques to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management.
Emily M
Series 66
Coeur D'Alene, ID
OSAIC
Emily Mccusker is a Series 66-credentialed financial advisor at Osaic with one year of industry experience. Her prior work includes roles at Atchley Financial Group and Bizzy Bee Services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts across multiple investment types.
Lesley A
CFP®, Series 63
Coeur D'Alene, ID
OSAIC
Lesley Atchley is a CFP®-designated financial advisor at OSAIC with 40 years of industry experience. She previously worked at National Planning Corp for 17 years before joining OSAIC in 2017. Atchley is owner and president of Atchley Financial Group and is active in her community as a member of the Coeur d'Alene Rotary Club and a finance committee member at St. Thomas church. OSAIC serves a broad client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.
Aimee T
CFP®, Series 63
Coeur D'Alene, ID
OSAIC
Aimee Tanneberger is a financial advisor with OSAIC, holding CFP® and Series 63 credentials and bringing 20 years of industry experience. She has worked at Royal Alliance since 2017 and was previously with National Planning Corporation for 11 years. Tanneberger is also a member of the Coeur d'Alene Chamber of Commerce and Rotary Club. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm utilizes a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.
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