John Anderson Lemmermann

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 11/2015 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  St. Johns, MI
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  St. Johns, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  St. Louis, MI

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  St. Louis, MI
• 2015-11-04 → 2019-03-01
  Questar Asset Management, Inc.
  Ithica, MI
  Minneapolis, MN
• 2011-12-06 → 2015-11-17
  Lpl Financial Llc
  Saint Johns, MI
  Saint Johns, MI
  Ithaca, MI
  Saint Johns, MI
  Ithaca, MI
• 2008-02-20 → 2011-12-02
  Fifth Third Securities, Inc.
  Mt. Pleasant, MI
  East Lansing, MI
  Ionia, MI
  Ovid, MI
  Lansing, MI
  St. Johns, MI
  Saginaw, MI
  Midland, MI
  Bay City, MI
  Saginaw, MI
  Saginaw, MI
• 2007-09-05 → 2008-02-11
  Natcity Investments, Inc.
  Saginaw, MI

Other Businesses

1. JOHN LEMMERMANN POSITION: Insurance Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2019 ADDRESS: 933 E Monroe Rd, St. Louis MI 48880, United States DESCRIPTION: DESCRIPTION: Independent insurance agent. Selling life insurance and fixed annuities. 2. PEACE LUTHERAN CHURCH POSITION: Finance Committee Member NATURE: Religious INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 325 E. Warwick Dr., Alma MI 48801, United States DESCRIPTION: I am 1 of 3 voters to present ideas to the church congregation how to best earn interest on church funds. 3. WINDMILL RENTAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 933 E Monroe Rd, Saint Louis MI 48880, United States DESCRIPTION: Collect royalty

Exams

• S66 Uniform Combined State Law Examination
  2005-10-11
• S63 Uniform Securities Agent State Law Examination
  2001-11-20

Other Names

• John Lemmermann