Patrick Francis Van Sumeren

Current Employers

Employment History

• 12/2005 → 12/2023
  Sigma Financial Corporation
  Ann Arbor, MI
• 01/2006 → 12/2023
  Spc
  Ann Arbor, MI
• 12/2023 → Present
  Osaic Wealth, Inc.
  Bay City, MI

Previous Registrations

• 2011-01-06 → 2023-12-12
  Spc
  Ann Arbor, MI
  Bay City, MI

Other Businesses

1. Owner - Van Sumeren Wealth Management, 3865 E., Wilder Rd, Ste 7B, Bay City, MI. Sale of fixed life, long term care and disability income products. Started in 2/8/19, approx. 5 hrs/mo. SERVE ON FINANCE COUNCIL FOR CHURCH. ALSO WORK ON CAPITAL CAMPAIGNS AND SERVE AS A BOARD MEMBER FOR BAY AREA CATHOLIC SCHOOLS. Member of Diocesan School Council and Finance Sub-Committee for the Diocese of Saginaw, Office of Catholic Schools, Saginaw, MI. Advise the Bishop and Superintendent regarding the operation of Catholic schools within the Diocese. Start date: 7/21/22, approx. 4 hrs/mo, 50% during mkt hrs. for a 3 year term. No access to funds, not investment related. 2. VAN SUMEREN WEALTH MANAGEMENT POSITION: Owner/Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/05/2004 ADDRESS: 3865 Wilder Rd. Suite 7B, Bay City MI 48706, United States DESCRIPTION: Sale of insurance products 3. VAN SUMEREN WEALTH MANAGEMENT POSITION: Owner NATURE: DBA for Securities, Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 140 START DATE: 08/01/2004 ADDRESS: 3865 E Wilder Rd, Suite 7B, Bay City MI 48706, United States DESCRIPTION: Owner, Sole Proprietor, Financial Planning, Securities 4. ROMAN CATHOLIC DIOCESE OF SAGINAW POSITION: Council member and subcommittee member NATURE: Catholic schools within the Diocese of Saginaw INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2023 ADDRESS: 5800 Weiss St., Saginaw MI 48603, United States DESCRIPTION: Member of school council and finance subcommittee of school council for the Catholic Diocese of Saginaw. Work to provide planning, resources and funds to ensure the long-term viability of K-12 Catholic Schools within the Diocese of Saginaw. 5. ALL SAINTS CATHOLIC SCHOOLS POSITION: Board Chair and occasional sub committee member NATURE: K-12 Catholic School INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2013 ADDRESS: 217 S Monroe, Bay City MI 48706, United States DESCRIPTION: Board Chair and occasional sub committee member for local K-12 Catholic School 6. ST JUDE THADDEUS CATHOLIC CHURCH POSITION: Member of Finance committee and Facilities sub-committee NATURE: Catholic Church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2014 ADDRESS: 614 Pine St, Essexville MI 48732, United States DESCRIPTION: Member of Finance Committee and Facilities for St Jude Thaddeus Catholic Church 7. VAN SUMEREN WEALTH MANAGEMENT POSITION: Owner/Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/05/2004 ADDRESS: 3865 Wilder Rd. Suite 7B, Bay City MI 48706, United States DESCRIPTION: Sale of insurance products 8. ROMAN CATHOLIC DIOCESE OF SAGINAW POSITION: committee member NATURE: Non Profit- Catholic Church Diocese INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/16/2025 ADDRESS: 5800 Weiss St, Saginaw MI 48603, United States DESCRIPTION: Member of committee that advises Bishop of the Diocese regarding management of church funds. This includes investment allocation, loans and deposit rates for parishes. Start date to be determined pending approval.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-24
• S65 Uniform Investment Adviser Law Examination
  1999-06-22
• S63 Uniform Securities Agent State Law Examination
  1991-06-14

Other Names

• Patrick F Vansumeren
• Patrick Francis Vansumeren