Jeffrey Richard Hoenle

Current Employers

Employment History

• 08/2007 → Present
  Platinum Wealth Management Group
  Sterling Heights, MI
• 05/2012 → 11/2017
  Sii Investments
  Sterling Heights, MI
• 11/2017 → 01/2024
  Woodbury Financial Services Inc
  Sterling Heights, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Sterling Heights, MI

Previous Registrations

• 2017-11-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  Sterling Heights, MI
  Sterling Heights, MI
  Pentwater, MI
  Farmington Hills, MI
  College Grove, TN
  Farmington Hills, MI
  Pentwater, MI
• 2012-05-22 → 2017-11-16
  Sii Investments, Inc.
  Sterlng Heights, MI
  Appleton, WI
  Sterling Heights, MI
  Pentwater, MI
  Farmingtonhills, MI
• 2010-10-29 → 2012-05-21
  Woodbury Financial Services, Inc.
  Sterling Heights, MI
  Noblesville, IN
  Sterling Heights, MI
  Pentwater, MI

Other Businesses

1) NCBA CONSERVATION ORGANIZATION POSITION: Director NATURE: Non-Profit Corporation INVESTMENT RELATED: No NUMBER OF HOS: 5 SECURITIES TRADING HRS: 5 START DATE: 06/01/12 ADDRESS: PO Box 1043, Pentwater MI 49449 DESCRIPTION: Serve as a Director assisting in the operation of the organization. 2) OAKLAND UNIVERSITY POSITION: Instructor NATURE: Public University INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HRS: 10 START DATE: 10/22/14 ADDRESS: 2200 North Squirrel Rd, Rochester MI 48309 DESCRIPTION: Instructor in the Financial Planning courses teaching Estate Planning, Comprehensive Financial Planning, and the CFP Review Course. 3) NATIONAL ASSOCIATION OF ESTATE PLANNERS AND COUNCILS POSITION: Committee Member of National Conference / Panel Moderator NATURE: Non-Profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2017 ADDRESS: 1120 Chester Avenue, Suite 470, Cleveland OH 44114, United States DESCRIPTION: I am a member of the committee organizing the national educational event. 4) SIMPLIFIED TAX SOLUTIONS, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HRS: 5 SECURITIES TRADING HRS: 1 START DATE: 01/16/18 ADDRESS: 38600 Van Dyke Avenue, Ste 230, Sterling Heights MI 48312 DESCRIPTION: Managing member providing oversite of operations. 5) ADVANCED PLANNING EDUCATIONAL GROUP, INC.POSITION: CEO NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 03/26/2018 ADDRESS: 38600 Van Dyke Avenue, Ste 230, Sterling Heights MI 48312, US DESCRIPTION: I participate in the operation of the educational entity. Duties include development and deployment of educational material; promotion of the group to new members; development of new benefits and services; and the day-to-day operations. 6)VINEYARDS SUBDIVISION ASSOC POSITION: Vice Pres & Director NATURE: Non-Profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/07ADDRESS:51221 Schoenherr Rd, Ste 103,Shelby Township MI 48315 DESCRIPTION: Participate in the management of the day-to-day operations 7)100 PLATINUM WEALTH MGMT GROUP, INC. POSITION: Pres NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HRS:20 SECURITIES TRADING HOURS: 20 START DATE:08/15/07 ADDRESS: 38600 Van Dyke Ave, Ste 230, Sterling Heights MI 48312 DESCRIPTION: Pres & Co-Shareholder, licensed Insurance Agent offering life, health, accidental death & disability insurance as well as fixed annuities. 9) FINANCIAL AND ESTATE PLANNING COUNCIL OF METROPOLITAN DETROIT POSITION: Past President, Programming Committee Member NATURE: Non-Profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2014 ADDRESS: 33006 W. Seven Mile Road, Suite 237, Livonia MI 48152, United States DESCRIPTION: Participate in scheduling educational events for attorneys, accountants, financial professionals and trust officers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-22
• S63 Uniform Securities Agent State Law Examination
  2007-12-12

Designations