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Gregory William Hoenle

Osaic Wealth, Inc.

Sterling Heights, MI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-19
  • MI RA
    APPROVED
    Since 2024-01-19

Branch Locations

38600 Van Dyke Avenue Suite 230, Sterling Heights, MI 48312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Platinum Wealth Management Group Sterling Heights MI 08/2007 Present
Sii Investments Stering Heights MI 05/2012 11/2017
Woodbury Financial Services Inc Sterling Heights MI 11/2017 01/2024
Osaic Wealth, Inc. Sterling Heights MI 01/2024 Present
  • 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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-17
S63 Uniform Securities Agent State Law Examination 2007-11-17
  • S65 Uniform Investment Adviser Law Examination
    2010-07-17
  • S63 Uniform Securities Agent State Law Examination
    2007-11-17
Other Names
  • Greg Hoenle

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