Marc Allen Schulz

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

• 04/2016 → 06/2024
  Securities America Inc.
  Colorado Springs, CO
• 04/2016 → 06/2024
  Securities America Advisors
  Colorado Springs, CO
• 04/2016 → Present
  Marc Schulz Investment Services
  Colorado Springs, CO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Colorado Springs, CO

Previous Registrations

• 2016-04-18 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  Colorado Springs, CO
  Colorado Springs, CO
  Omaha, NE
• 2002-10-03 → 2016-04-15
  Smith Hayes Advisers Inc
  Lincoln, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE

Other Businesses

1.FIXED INSURANCE POSITION: Agent/Investment Advisor NATURE: Selling Fixed Insurance Products through Highland Capital Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/17/2022 ADDRESS: 2075 Bramblwood Ln, Colorado Springs CO 80920, United States DESCRIPTION: Selling Fixed Insurance Products through Highland Capital Brokerage 2.LONG-TERM CARE INSURANCE POSITION: Insurance Sales NATURE: Providing Long-Term Care insurance solutions to clients through consultation with Vanbridge Insurance Agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/12/2018 ADDRESS: 2075 Bramblwood Ln, Colorado Springs CO 80920, United States DESCRIPTION: Providing Long-Term Care insurance solutions to clients through consultation with Vanbridge Insurance Agency.

Exams

• S66 Uniform Combined State Law Examination
  1998-08-15

Designations

• Certified Financial Planner