David Lee Veenstra

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

• 11/2004 → 08/2024
  Equity Services, Inc
  Montpelier, VT
• 08/2024 → Present
  Osaic
  South Haven, MI

Previous Registrations

• 2010-06-23 → 2024-09-03
  Equity Services, Inc.
  Troy, MI
  South Haven, MI
  Grand Rapids, MI
  Montpelier, VT
  Grand Rapids, MI
  Troy, MI
  Troy, MI

Other Businesses

1. DAVID VEENSTRA MUSIC POSITION: Musician NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 1220 Monroe Blvd, South Haven MI 49090, United States DESCRIPTION: Music performance 2. DAVID VEENSTRA POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2004 ADDRESS: 1220 Monroe Blvd, South Haven MI 49090, United States DESCRIPTION: Fixed and Indexed Annuities (no Variable Annuities) Providing assistance on questions for clients to whom I sold annuities I haven't sold any new ones for several years 3. DAVID VEENSTRA MUSIC POSITION: Musician NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 1919 Boston St SE, Apt A221, G MI 49506, United States DESCRIPTION: Music performance 4. DAVID VEENSTRA POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2004 ADDRESS: 1919 Boston St SE, Apt A221, South Haven MI 49506, United States DESCRIPTION: Fixed and Indexed Annuities (no Variable Annuities)Providing assistance on questions for clients to whom I sold annuities I haven't sold any new ones for several years

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-18
• S63 Uniform Securities Agent State Law Examination
  2004-12-16

Other Names

• David Veenstra