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Shelley Susan Strobel-Erhardt

Osaic Wealth, Inc.

Grand Rapids, MI

Grand Rapids, MI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-05
  • MI RA
    APPROVED
    Since 2026-05-05

Branch Locations

233 E Fulton Suite 24, Grand Rapids, MI 49503 • United States

Grand Rapids, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Independent Advisors, Llc Grand Rapids MI 07/2012 05/2026
Osaic Wealth Inc Grand Rapids MI 05/2026 Present
Previous Registrations
Other Businesses

1. Strobel Resources, LLC; 1000 Lamberton St NE, Grand Rapids, MI 49505; Consultive Services; President, Sole Member; All duties related to business income; 06/22/2006; 8 Hours per Day; During Securities Trading Hours; Investment-Related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-13
S63 Uniform Securities Agent State Law Examination 2012-10-10
  • S65 Uniform Investment Adviser Law Examination
    2017-01-13
  • S63 Uniform Securities Agent State Law Examination
    2012-10-10
Other Names
  • Shelley Susan Strobel

View on SEC IAPD

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