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Jeffrey Paul Schwingler

Osaic Wealth, Inc.

Edina, MN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • MN RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

7241 Ohms Lane Suite 200, Edina, MN 55439 • 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
Thrivent Investment Management Inc Shakopee MN 04/2011 09/2016
Thrivent Financial For Lutherans Appleton WI 06/2011 09/2016
Woodbury Financial Services Inc Edina MN 09/2016 01/2024
Osaic Wealth, Inc. Edina MN 01/2024 Present
Previous Registrations
  • 2016-09-07 → 2024-01-19
    Woodbury Financial Services, Inc.
    Edina, MN
  • 2013-12-19 → 2016-09-09
    Prior Lake, MN
    Burnsville, MN
    Minneapolis, MN
    Prior Lake, MN
    Shakopee, MN
Other Businesses

PATHWAY FINANCIAL ADVISORS POSITION: Principal NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/06/2016 ADDRESS: 7241 Ohms Lane, Suite 200, Edina MN 55439, United States DESCRIPTION: Insurance (Life, DI and LTC)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-09
  • S66 Uniform Combined State Law Examination
    2011-05-09

View on SEC IAPD

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