Jeffrey Alan Hilleman

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

• 01/2003 → Present
  Strellner Agency Group
  Cedar Rapids, IA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Cedar Rapids, IA
• 11/2018 → Present
  Osaic Wealth, Inc
  Cedar Rapids, IA

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Cedar Rapids, IA
  Rochester, MN
  Cedar Rapids, IA
• 2009-01-23 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Cedar Rapids, IA
  Cedar Rapids, IA
  Rochester, MN
  Cedar Rapids, IA
  Cedar Rapids, IA

Other Businesses

1. STRELLNER AGENCY GROUP/STRELLNER FINANCIAL GROUP (DBA) POSITION: Representative NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2003 ADDRESS: 4840 North River Blvd NE, Ste 100, Cedar Rapids IA 52411, United States DESCRIPTION: Fixed Insurance Product Sales 2. STRELLNER AGENCY GROUP/STRELLNER FINANCIAL GROUP(DBA) POSITION: Representative NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 84 START DATE: 01/01/2003 ADDRESS: 4840 North River Blvd NE, Ste 100, Cedar Rapids IA 52227, United States DESCRIPTION: Securities Sales 3. NON-ACTIVE POWER OF ATTORNEY FOR IMMEDIATE FAMILY MEMBER POSITION: Springing Power of Attorney NATURE: This is a springing POA for immediate family member and is currently not active INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2023 ADDRESS: 1221 E Bremer Ave, Waverly IA 50677, United States DESCRIPTION: Power of Attorney for immediate family member when they would become incapacitated. Not currently active

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-15
• S63 Uniform Securities Agent State Law Examination
  2000-06-22