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Richard Gerard Schweihofer

Osaic Wealth, Inc.

St. Clair, MI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-01
MI RA APPROVED 2023-09-01
  • FL RA
    APPROVED
    Since 2023-09-01
  • MI RA
    APPROVED
    Since 2023-09-01

Branch Locations

531 North Riverside Ave Suite 200, St. Clair, MI 48079 • 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
Sagepoint Financial St Clair MI 12/2014 09/2023
Osaic Wealth, Inc. St. Clair MI 09/2023 Present
  • 12/2014 → 09/2023
    Sagepoint Financial
    St Clair, MI
  • 09/2023 → Present
    St. Clair, MI
Previous Registrations
  • 2014-12-18 → 2023-09-01
    Osaic Services, Inc.
    Saint Clair, MI
    St. Clair, MI
  • 2014-02-18 → 2014-12-12
    First Allied Advisory Services, Inc.
    St.CLair, MI
Other Businesses

1) RICHARD SCHWEIHOFER POSITION: Volunteer NATURE: Commission Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2016; ADDRESS: 547 N Carney Drive, St Clair MI 48079, United States DESCRIPTION: Commission Member Pine Shores Golf Committee-City of St Clair 2) LICK AND RIZ PROPERTIES LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2022 ADDRESS: 531 North Riverside Ave, Suite 200, St Clair MI 48079, United States DESCRIPTION: Property Management 3) ST CLAIR FINANCIAL GROUP POSITION: Statutory Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/10/2015 ADDRESS: 531 North Riverside Ave, Suite 200, St Clair MI 48079, United States DESCRIPTION: Provide Fixed Life Insurance and disability insurance to clients using the following companies: Midland National Life, Cincinnati Life Insurance Co., Ilinois Mutual and Imereti 4. ST CLAIR FINANCIAL GROUP LLC POSITION: Sole Member NATURE: LLC set up for tax and payroll purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/02/2025 ADDRESS: 531 North Riverside Ave., Suite 200, St Clair MI 48079, United States DESCRIPTION: Entity is used for tax and payroll purposes only

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-09
S63 Uniform Securities Agent State Law Examination 2012-09-15
  • S65 Uniform Investment Adviser Law Examination
    2014-01-09
  • S63 Uniform Securities Agent State Law Examination
    2012-09-15
Other Names
  • Richard Gerard Schweihofer
  • Richard Schweihofer

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