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Kirsten Leigh Schuman

Osaic Wealth, Inc.

Fort Wayne, IN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-10-24
  • IN RA
    APPROVED
    Since 2025-10-24

Branch Locations

3250 Mallard Cove Lane, Fort Wayne, IN 46804 • 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
Smith Green Community Schools Churubusco IN 07/2013 04/2017
Waterman Financial Services Llc Fort Wayne IN 05/2015 Present
Sii Carmel IN 03/2017 11/2018
Osaic Wealth, Inc. Fort Wayne IN 11/2018 06/2026
Osaic Wealth, Inc Fort Wayne IN 06/2026 Present
  • 07/2013 → 04/2017
    Smith Green Community Schools
    Churubusco, IN
  • 05/2015 → Present
    Waterman Financial Services Llc
    Fort Wayne, IN
  • 03/2017 → 11/2018
    Sii
    Carmel, IN
  • 11/2018 → 06/2026
    Fort Wayne, IN
  • 06/2026 → Present
    Fort Wayne, IN
Other Businesses

1. KIRSTEN L. SCHUMAN POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/19/2015 ADDRESS: 3250 Mallard Cove Lane, Fort Wayne IN 46804, United States DESCRIPTION: To notarized documents as needed for clients or associates. I do not typically collect a fee but do it as a service to clients and associates. 2. CHURUBUSCO COMMUNITY CHILD CARE CENTER POSITION: Board Of Directors NATURE: Non Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/11/2024 ADDRESS: 111 Home Avenue, Churubusco IN 46723, United States DESCRIPTION: Attend bi-monthly meetings to discuss current events, financials, enrollment, fundraisers, policies and procedures for the Day Care Center. Doing our very best to ensure the Day Care is functioning as best as possible and to develop new strategies along the way. 3. INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/24/2026 ADDRESS: 3250 MALLARD COVE LANE, FORT WAYNE IN 46804, United States DESCRIPTION: Fixed Life and Fixed Annuity Sales 4. WATERMAN FINANCIAL SERVICES LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2026 ADDRESS: 3250 MALLARD COVE LANE, FORT WAYNE IN 46804, United States DESCRIPTION: DBA for Marketing Purposes Only

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-22
S63 Uniform Securities Agent State Law Examination 2017-05-17
  • S65 Uniform Investment Adviser Law Examination
    2025-10-22
  • S63 Uniform Securities Agent State Law Examination
    2017-05-17
Other Names
  • Kirsten Leigh Waterman

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