Justin Schueneman

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

• 11/2022 → 08/2024
  Equity Services, Inc.
  Montpelier, VT
• 06/2019 → Present
  Preferred Financial Partners
  Troy, MI
• 08/2016 → 06/2021
  University Of Detroit Mercy
  Detroit, MI
• 01/2025 → Present
  Osaic
  Troy, MI

Other Businesses

PREFERRED PLANNING PARTNERS LLC POSITION: Agent and Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2020 ADDRESS: 5600 New King Drive, Suite 350, Troy MI 48098, United States DESCRIPTION: Insurance Agent licensed to sell Fixed Life Insurance Products Registered Assistant providing assistance to the advisor in preparing and following up from client meetings

Exams

• S66 Uniform Combined State Law Examination
  2024-04-14