Teresa Lynn Mcclelland-Sargent

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

• 08/1998 → Present
  Osaic Wealth, Inc.
  Flint, MI
• 08/2002 → Present
  Osaic Wealth, Inc.
  Flint, MI
• 01/2002 → 11/2016
  Financial Planning Advisory Corp Of Flint
  Flint, MI
• 01/2002 → Present
  Financial & Tax Planning Of Flint, Inc
  Flint, MI

Previous Registrations

• 2010-03-05 → 2016-11-11
  Financial Planning Advisory Corp
  Flint, MI

Other Businesses

1) FINANCIAL & TAX PLANNING INC., INVESTMENT RELATED, G-4080 MILLER ROAD, FLINT, MI 48507, OWNER, START DATE 4-6-1999, 10-HRS/MTH, 10 DURING SECURITY HOURS, AGENT FOR VARIOUS INSURANCE COMPANIES INCLUDING LIFE, DISABILITY, FIXED AND VARIABLE ANNUITIES. 2) MCSARG RENTAL POSITION: Sole member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2018 ADDRESS: G4080 Miller Rd, Flint MI 48506, United States; DESCRIPTION: This is the shell company that owns the office building. 3) BACK TO THE BRICKS INC; POSITION: Chairman NATURE: Chair the meeting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2018; ADDRESS: 6452 Marble Lane, Flushing MI 48433, United States; DESCRIPTION: Chair the meeting. 4) TERESA MCCLELLAND-SARGENT POSITION: Attorney in Fact NATURE: Attorney in Fact for Jason Brown INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/18/2019 ADDRESS: 4080 Miller Rd, Flint MI 48507, United States DESCRIPTION: I am attorney in fact for my son Jason Brown 5) TERESA MCCLELLAND-SARGENT POSITION: Attorney in fact NATURE: Self - Father in law POA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2010 ADDRESS: 4080 Miller Rd, Flint MI 48507, United States DESCRIPTION: POA for Frank Sargent 6) TERESA MCCLELLAND-SARGENT POSITION: Attorney in Fact NATURE: Self POA Rosalia Louise Sargent INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2009 ADDRESS: 4080 Miller Rd, Flint MI 48506, United States DESCRIPTION: POA - Rosalia Louise Sargent 7) 164 REAL PROPERTY POSITION: 50% owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2020 ADDRESS: 700 Byram Lake Rd, Linden MI 48451, United States DESCRIPTION: Vacant land owner for family recreational use. No clients are involved in the purchase 8) TERESA MCCLELLAND-SARGENT POSITION: Notary NATURE: Notary in Alcona County INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/29/2019 ADDRESS: 5197 Pine Grove Dr., Spruce MI 48762, United States DESCRIPTION: Notarize signatures 9) ATTORNEY- IN-FACT POSITION: Attorney-In-Fact NATURE: Legal INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2013 ADDRESS: 5846 Augusta Lane, Grand Blanc, MI 48439 DESCRIPTION: POA for father 10) ATORNEY-IN-FACT POSITION: Attorney-In-Fact NATURE: Legal INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2015 ADDRESS: 5846 Augusta Lane, Grand Blanc, MI 48439 DESCRIPTION: POA for husband.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-30
• S63 Uniform Securities Agent State Law Examination
  1999-02-01

Designations

• Certified Financial Planner

Other Names

• Teresa Lynn Brown
• Teresa Lynn-Mcclelland Brown
• Teresa Lynn Mcclelland-Sargent
• Teresa Lynn Mcclelland