Eric Edward Schroeder

Current Employers

Employment History

• 04/2001 → Present
  Estate Preservation
  Novi, MI
• 12/2006 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 11/2006 → 03/2019
  Questar Investment Advisor
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Rochester Hills, MI
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Brighton, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Alpena, MI

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Brighton, MI
  Rochester Hills, MI
  Portage, MI
  Brighton, MI
  Traverse City, MI
  Alpena, MI
  Spring Lake, MI
• 2010-06-01 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Brighton, MI

Other Businesses

1) FORTUNAIRE CLUB CHARITABLE FDN POS:Board Member NATURE:Charitable Fdn INVEST RELATED: No HRS: 1 SEC TRADE HRS:0 START:2/5/09-4840 N River Blvd Ne Ste 100,Cedar Rapids IA 52411-Approval of Charitable donations 2) CLEAR STRATEGY OF SOUTHWEST MI, LLC POS:Co-Owner NATURE:Commercial Rental Property Portage MI INVEST RELATED:NoHRS:1 SEC TRADE HRS:0 START:10/17/17-1209 E Milham Ave,Portage MI 49002-Manage Property,leases 3) STRATEGIC REAL ESTATE, LLC POS:Pres. NATURE: Commercial Rental Property Brighton,MI INVEST RELATED:NoHRS:5 SEC TRADE HRS:0 START:1/19/18-403 E GRAND RIVER AVE BRIGHTON,MI 48116-Negotiating rental agreements 4) PEZZILLO FINANCIAL GROUP SFG POS:Financial Advisor NATURE:Securities business.provide advice to for securities&advisory.INVEST RELATED:Yes HRS:10 SEC TRADE HRS:10 START:11/5/18-305 Barclay Cir Ste 102,Rochester Hills MI 48307-Meet with clients-analyze needs,objectives, goals, provide situation plan 5) CLEAR STRATEGY POS:owner/CEO NATURE:Corp INVESTMENT RELATED: Yes HRS:5 SECURITIES TRADING HRS:5 START DATE: 10/17/2017:ADDY:403 E. GRAND RIVER AVE,BRIGHTON MI 48116,DBA used to brand office Manages staff&process business both for financial, advisory&insur products.Employs both Registered Reps&support staff for New Business,Client Service, Insurance Services, Advisory &planning services&recruiting 6) STRATEGIC REAL ESTATE LLC POS:Owner/CEO NATURE:LLC INVEST RELATED:No HRS:1 SEC TRADE HRS:1 START:1/1/18-403 E.GRAND RIVER AVE,BRIGHTON MI 48116-Bldg Owner,collect rent,improvements&maint 7) CLEAR STRATEGY TAX SERVICES POS:owner NATURE:Tax planning&prep,accting services INVESTMENT RELATED: No HRS:5 SECURITIES TRADING HRS:5 START DATE:10/01/2020. ADDY:7305 Grand River Ave,Brighton MI 48114. DESC:Direct&oversee company to ensure growth, functioning properly 8) CLEAR STRATEGY FINANCIAL POS:Financial Advisor NATURE:Clear Strategy Financial is assumed name that securities related business will be conducted.INVESTMENT RELATED: Yes HRS:160 SECURITIES TRADING HRS:160 START DATE:04/24/2023 ADDY:7305 GrandRiver Ave,Brighton MI 48114.DESCRIPT:Duties meeting w/clients,reviewing accts&providing investment recommendations&solutions 9) STRATEGIC REAL ESTATE-7305 LLC POS:Director NATURE:LLC INVEST RELATED:No HRS:1 SEC TRADE HRS:0 START:9/5/23-7305 Grand River,Brighton MI 48114-Part owner of building.Meet hr /month to discuss attention items 10) STRATEGIC REAL ESTATE 150 POS:Member NATURE:LLC INVEST RELATED:No HRS:1 SEC TRADE HRS:0 START:12/1/24-7305 Grand River ste 600,Brighton MI 48114-Part owner of rental real estate 11) ONPOINTE EQUIP POS:part owner NATURE:LLC-purchase marine equip&lease to contractors.INVEST RELATED: No HRS:1 SEC TRADE HRS:0 START:2/6/25-7305 Grand River,Ste 600,Brighton MI 48114-purchase equip utilizing cash or financing.Mgn lease contractsw/ contractors. 12) CLEAR STRATEGY - INSURANCE POS:CEO/Owner NATURE: Corp INVESTMENT RELATED:Yes HRS:5 SECURITIES TRADING HRS:5 START DATE:10/01/2017.ADDY:7305 GRAND RIVER,BRIGHTON MI 48114.DESCRIPT: Insur Sales,Life,health,Fixed Index Annuity 13) SCHROEDER FINANCIAL POS:Owner/CEO NATURE:Corp-DBA Clear Strategy Fin'l INVESTMENT RELATED:No HRS:2 SECURITIES TRADING HRS:2 START DATE:12/01/2014.ADDY:7305 GRAND RIVER AVE,BRIGHTON MI 48114.DESCRIPT: Provide office space,supplies&run daily activities of office.Funds used to pay for rent,supplies&expenses 14) STRATEGIC REAL ESTATE LLC POS:Owner/CEO NATURE:LLC INVESTMENT RELATED:No #HRS:1 SECURITIES TRADING HRS:1 START DATE:01/01/2018.7305 GRAND RIVER AVE, BRIGHTON MI 48114 DESC:Owner of building,collects rent from tenants.Make improvements,maintenance as needed

Exams

• S66 Uniform Combined State Law Examination
  2006-10-24
• S63 Uniform Securities Agent State Law Examination
  2005-07-29