Mark A Schneider

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

• 01/2003 → 12/2016
  S&B Investments Llc
  Papillon, NE
• 06/2016 → 02/2017
  Tim Harrison
  Omaha, NE
• 08/2016 → 02/2017
  Northwestern Mutual Investment Services Llc
  Omaha, NE
• 09/2016 → 02/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2018 → Present
  Securities America, Inc.
  La Vista, NE
• 03/2017 → 06/2017
  Zeiders Enterprises
  Bellevue, NE
• 07/2017 → 05/2018
  Lozier Corporation
  Omaha, NE
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2019-10-24 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  La Vista, NE
• 2002-01-01 → 2016-05-18
  Charles Schwab & Co., Inc.
  Omaha, NE
  Omaha, NE

Other Businesses

SPECIAL NEEDS SPORTS POSITION: helpful parent NATURE: Volunteer with special needs sports activities. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 311 elk ridge dr, papillion NE 68046, United States DESCRIPTION: My son is special needs and participates in several sporting activities. I'm normally just a spectator, but myself and other dad's do assist his flag football and baseball coaches during the games.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-07

Designations

• Certified Financial Planner

Other Names

• Mark Alvin Schneider