Jaime Arlette Wolfe

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

• 08/2005 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 08/2005 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Troy, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Troy, MI

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Troy, MI
• 2010-05-27 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Troy, MI

Other Businesses

1. NBS ANIMAL RESCUE POSITION: Co-Founder, Vice President and Treasurer NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 10/10/2011 ADDRESS: 35 W Square Lake Rd, Troy MI 48098 DESCRIPTION: I spend time visiting shelters to meet and rescue at-risk dogs: seniors and medically compromised generally. Travel to vet appointments and meet and greets with foster homes and adoptive homes. I also handle the accounting and bookkeeping for the organization. 2. INSURANCE AGENT POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/05/2003 ADDRESS: 35 W Square Lake Rd, Troy MI 48098 DESCRIPTION: Sales of fixed insurance and fixed annuities 3. INNOVATIVE ENVIRONMENTS LLC POSITION: Finance Manager NATURE: S-Corporation, Audio Visual Design and Installation Firm INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 50 START DATE: 07/18/2016 ADDRESS: 35 W Square Lake Rd, Troy MI 48098 DESCRIPTION: Financial management of the company, including Accounts payable, Accounts receivable, budgeting, forecasting, and financial statements. 4. SCHENSKY FINANCIAL GROUP LLC POSITION: Sole Member NATURE: Single-Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 12/01/2003 ADDRESS: 35 W Square Lake Rd, Troy MI 48098 DESCRIPTION: Client relationship, investment advising, fixed insurance advising, asset management, opening and servicing accounts, meeting with prospects and current clients 5. SELF - JAIME WOLFE POSITION: Accounting Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2021 ADDRESS: 33018 Sherwood Forest Sterling Heights MI 48310 DESCRIPTION: Provide bookkeeping, specifically QuickBooks set-up, training, and support, to other small business owners who handle their own bookkeeping and accounting. 6. VOLLEYBALL COACH POSITION: Volleyball & Basketball Coach - 7th/8th Grade NATURE: Catholic religious Educational facility with Nonprofit status INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2023 ADDRESS: 5920 Arden Warren MI 48092 DESCRIPTION: I am the volleyball coach for the Varsity I (7th/8th grade) girls and the basketball coach for the Varsity I (7th/8th grade) girls at St. Anne Catholic School, Warren, MI. I was offered $600 for compensation but I asked for my compensation to be donated back to the Volleyball program for the Athletic program. I do run a website for the team. It is a member-only website that hosts the schedule, team roster, about me section, parent contact info, and clubs/camps. It is a member-only only and cannot be accessed by the public for the safety of the players and families: their information and schedules stay private. 7.ST ANNE CATHOLIC SCHOOL - ATHLETIC BOARD POSITION: Vice-Preseident of the Athletic Board NATURE: The grade school is a no-profit church under the IRS. The Athletic Board is a group of volunteer parents who hold an elected position for a term of two-years. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2026 ADDRESS: 5920 Arden, Warren MI 48092, United States DESCRIPTION: As the Vice-President of the Athletic Board, my responsibilities include: *Supports the President and steps in when needed *Oversees ordering spirit wear for all sports

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-19
• S63 Uniform Securities Agent State Law Examination
  2001-01-13

Other Names

• Jaime Arlette Schensky
• Jaime Arlette Schensky