Jordan Michael Seegert

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

• 08/2009 → 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

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