Jordan Michael Seegert

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-01-19
TX	RA	APPROVED_RES	2024-01-19

MI RA
APPROVED

Since 2024-01-19
TX RA
APPROVED_RES

Since 2024-01-19

Branch Locations

3554 S Custer Rd, Monroe, MI 48161 • United States

124 Tecumseh St, Dundee, MI 48131 • 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

Organization	City	State	From	To
Sii Investments, Inc.	Monroe	MI	08/2009	11/2017
Woodbury Financial Services Inc	Monroe	MI	11/2017	01/2024
Osaic Wealth, Inc.	Dundee	MI	01/2024	Present

08/2009 → 11/2017

Sii Investments, Inc.

Monroe, MI
11/2017 → 01/2024

Woodbury Financial Services Inc

Monroe, MI
01/2024 → Present

Osaic Wealth, Inc.

Dundee, MI

Previous Registrations

2017-11-30 → 2024-01-19

Woodbury Financial Services, Inc.

Monroe, MI

Dundee, MI
2010-01-08 → 2017-11-30

Sii Investments, Inc.

Dundee, MI

Monroe, MI
2008-01-24 → 2008-02-28

1St Source Corporation Investment Advisors, Inc.

South Bend, IN

Other Businesses

1. SEEGERT AND SEEGERT FINANCIAL ADVISORS POSITION: Agent NATURE: Selling life insurance as a licensed agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2010 ADDRESS: 3554 S. Custer Rd., Monroe MI 48161, United States DESCRIPTION: servicing life insurance contracts including fixed annuities and fixed index annuities, selling term life insurance policies.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-12-16
S65	Uniform Investment Adviser Law Examination	2008-01-23

S63 Uniform Securities Agent State Law Examination

2009-12-16
S65 Uniform Investment Adviser Law Examination

2008-01-23

View on SEC IAPD