Keith Roger Hullum

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

• 06/2003 → 02/2019
  Axa Advisors, Llc
  New York, NY
• 02/2019 → 01/2024
  Woodbury Financial Services Inc
  Bingham Farms, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Bingham Farms, MI

Previous Registrations

• 2019-02-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Bingham Farms, MI
  Bingham Farms, MI
  Naples, FL
• 2010-10-06 → 2019-03-11
  Equitable Advisors, Llc
  Detroit, MI
  Troy, MI
  Bingham Farms, MI
  Detroit, MI

Other Businesses

1) INSURANCE POSITION: agent NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2006 ADDRESS: 30150 telegraph rd ste 175, bingham farms MI 48302, United States DESCRIPTION: disability insurance fixed annuities 2) LOVELACE AND HULLUM FINANCIAL GROUP POSITION: owner NATURE: Lovelace and Hullum Financial Group is registered as an S corp INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2010 ADDRESS: 30150 Telegraph rd, ste. 175, Bingham Farms MI 48025, United States DESCRIPTION: This is my DBA name for securities, insurance and financial services. All securities are offered through woodbury financial. 3) LOVELACE AND HULLUM FINANCIAL GROUP POSITION: consultant NATURE: Health insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 30150 Telegraph rd, Bingham Farms MI 48025, United States DESCRIPTION: Health insurance review, quote assistance, meetings and service adminstation

Exams

• S66 Uniform Combined State Law Examination
  2004-04-30

Designations

• Certified Financial Planner

Other Names

• Keith Hullum