Paul David Hein

Current Employers

Employment History

• 06/2014 → 09/2023
  Sagepoint Financial, Inc
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Marquette, MI

Previous Registrations

• 2014-07-07 → 2023-09-01
  Osaic Services, Inc.
  Marquette, MI
  Marquette, MI
• 2010-04-23 → 2014-07-01
  Raymond James Financial Services Advisors, Inc
  Marquette, MI

Other Businesses

1. PAUL HEIN, MBA, CFP POSITION: Founding Owner & Operator NATURE: Professional Limited Liability Company (PLLC). INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/29/1993 ADDRESS: 220 W. Washington St., Ste. 300, Marquette MI 49855, United States DESCRIPTION: Marketing/Placement of: 1. Life Insurance (Term, Whole Life, Universal and Variable). 2. Annuities (Variable & Fixed). 3. Long-Term-Care Insurance. 4. Disability-Income Insurance. 2. PERSONAL REPRESENTATIVE POSITION: personal family member NATURE: Serving as my deceased aunt's "personal representative" to her estate, due to her passing today, 1-18-2023. Her gross estate value is estimated to being less than $30,000.00. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2023 ADDRESS: 220 W. Washington Ave. Ste. 300, Marquette MI 49855, United States DESCRIPTION: Pay deceased aunt's bills, close her accounts, help execute her will. 3. SUPERIORLAND FINANCIAL PARTNERS POSITION: Owner NATURE: Just a "marketing name" approved by Sean Mannello of our compliance department, back in 2018.. Case #: 15259120 INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 11/12/2018 ADDRESS: 220 W. Washington St., Suite 300, Marquette MI 49855, United States DESCRIPTION: Simply a "marketing name" for my regular securities, corporate RIA, insurance activities elsewhere reported. 4. PROBATE ESTATE PERSONAL REPRESENTATIVE POSITION: Personal Representative NATURE: Personal family business, settling my Cousin Mary Jo Hein's probate estate, valued less than $20,000.00.Joe Perry, Esq., to be hired to manage the details, with me as "personal representative," all subject to Osaic Wealth, Inc. approval. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2024 ADDRESS: 220 W. Washington St., Ste. 300, C/O Paul Hein, MBA, CFP, Marquette MI 49855, United States DESCRIPTION: Personal Representative for my deceased cousin, Mary Jo Hein's probate estate domiciled in South Carolina. Died 7-12-2020 (born[REDACTED]).

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-01-19

Designations