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Keith Alan Platte

Osaic Wealth, Inc.

Kalamazoo, MI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-09
  • MI RA
    APPROVED
    Since 2025-12-09

Branch Locations

Hfg Financial Group 5659 West Michigan Avenue, Kalamazoo, MI 49009 • 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
Hfg Financial Group Kalamazoo MI 09/2025 Present
Covenant Academy Foundation / Axios Hr Grand Rapids MI 06/2017 12/2024
Unemployed Kalamazoo MI 12/2024 09/2025
Communities In Schools Kalamazoo MI 08/2016 06/2017
  • 09/2025 → Present
    Hfg Financial Group
    Kalamazoo, MI
  • 06/2017 → 12/2024
    Covenant Academy Foundation / Axios Hr
    Grand Rapids, MI
  • 12/2024 → 09/2025
    Unemployed
    Kalamazoo, MI
  • 08/2016 → 06/2017
    Communities In Schools
    Kalamazoo, MI
Other Businesses

1. NEW VILLAGE PLACE ESTATES CONDOMINIUM ASSOCIATION POSITION: President NATURE: Not for Profit - Corporation It is an association for our neighborhood of Condominiums. It is a volunteer position. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/10/2021 ADDRESS: 1011 W Maple #101, Kalamazoo MI 49008, United States DESCRIPTION: I lead the board of directors. Help make policy decisions for the organization. Handle neighbor complaints and disputes. Organize neighborhood activities. 2. LOCKWOOD TAX CENTER POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/05/2026 ADDRESS: 5659 W. Michigan Ave., Kalamazoo MI 49009, United States DESCRIPTION: Assist with preparing individual tax returns. 3.EDISON INITIATIVES POSITION: Board Member / Volunteer Director NATURE: Non- Profit 501 c 3 Edison Initiatives is a non-profit organizations that seeks to help low income individuals and families become homeowners that would not otherwise be able to own a home. We are all volutneers. We purchase properties, rehab the properties, identifity residents and help them become homeowners with a standadard mortgage. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2026 ADDRESS: PO Box 33, Kalamazoo MI 49077, United States DESCRIPTION: Lead a team of volunteers to accomplish the mission. I am a coordinator and delegate most of the tasks. I have no financial responsibility and am not on any financial accounts. 4.JUBILEE ACCORD POSITION: Board Member NATURE: Orphan Care, Boarding School, Social Work, Antihuman Trafficking INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 55017 Flatbush Road, Three Rivers MI 49093, United States DESCRIPTION: Serve on the Board of Directors - Vision and Direction for the Organization 5. HFG FINANCIAL GROUP POSITION: Client Services Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/08/2025 ADDRESS: 5659 W. Michigan Ave, Kalamazoo MI 49009, United States DESCRIPTION: Client Support, Account Opening, Office Management, Database Management, Paperwork and Maintenance for Accounts, Website Maintenance and Updates and Other duties as assigned

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-09
  • S66 Uniform Combined State Law Examination
    2025-12-09

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