Richard Gerard Schweihofer

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

• 12/2014 → 09/2023
  Sagepoint Financial
  St Clair, MI
• 09/2023 → Present
  Osaic Wealth, Inc.
  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

• 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