Gregory William Hoenle

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

• 08/2007 → Present
  Platinum Wealth Management Group
  Sterling Heights, MI
• 05/2012 → 11/2017
  Sii Investments
  Stering 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
  Pentwater, MI
  Farmington Hills, MI
• 2012-05-22 → 2017-11-16
  Sii Investments, Inc.
  Sterling Heights, MI
  Farmingtonhills, MI
  Pentwater, MI
• 2010-09-24 → 2012-05-21
  Woodbury Financial Services, Inc.
  Sterling Heights, MI
  Noblesville, IN
  Sterling Heights, MI
  Pentwater, MI

Other Businesses

1. PLATINUM WEALTH MANAGEMENT GROUP INC. POSITION: Vice President / Co-Owner NATURE: Corporation / Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/17/2007 ADDRESS: 38600 VAN DYKE AVENUE, SUITE 230, STERLING HEIGHTS MI 48312, United States DESCRIPTION: Provide Insurance and Fixed Annuity solutions to my clients as well as handling business operations 2. APEG - ADVANCED PLANNING EDUCATION GROUP POSITION: Vice President of Membership Services NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/14/2018 ADDRESS: 38600 Van Dyke, Suite #230A, Sterling Heights MI 48312, United States DESCRIPTION: Responsible for Membership Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-17
• S63 Uniform Securities Agent State Law Examination
  2007-11-17

Other Names

• Greg Hoenle