William Austin Slepcevich

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

• 08/2015 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2016 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Naples, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Naples, FL

Other Businesses

1. SLEPCEVICH FINANCIAL GROUP, LLC POSITION: Insurance Agent. NATURE: Insurance sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 07/24/2015 ADDRESS: 2375 Tamiami Trail N, Suite 208, Naples FL 34103, United States DESCRIPTION: Sell life, disability, and long term care insurance. 2. WILLIAM A SLEPCEVICH POSITION: Sales Rep NATURE: Life Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 08/11/2008 ADDRESS: 2375 TAMIAMI TRAIL N STE# 208, NAPLES FL 34103, United States DESCRIPTION: Selling Life Coverage

Exams

• S66 Uniform Combined State Law Examination
  2024-03-02
• S63 Uniform Securities Agent State Law Examination
  2009-02-09

Other Names

• William Slepcevich