Marc Allen Sweda

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

• 09/1999 → 01/2024
  Woodbury Financial Services, Inc.
  Downers Grove, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Warrenville, IL

Previous Registrations

• 2006-03-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lisle, IL
  Warrenville, IL
  Warrenville, IL

Other Businesses

1. MARC SWEDA POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1999 ADDRESS: 27575 Ferry Road, Suite 101, Warrenville IL 60555 DESCRIPTION: I sell traditional Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-01
• S63 Uniform Securities Agent State Law Examination
  1999-09-13