Michael Jerome Vanhoof

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

• 05/1998 → Present
  Van Hoof Investments, Inc.
  Little Chute, WI
• 12/2004 → Present
  Aig Bank
  Kaukauna, WI
• 01/2009 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Kaukauna, WI

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  Kaukauna, WI
• 2002-06-05 → 2003-12-31
  Sentra Securities Corporation
  Kaukauna, WI

Other Businesses

1. INVESTMENT ADVISORY SERVICES, INVESTMENT RELATED, (SPFI)SAGEPOINT FINANCIAL, INC., SENTRA SECURITIES CORPORATION RIA, 314 Pheasant Run, Kaukauna, WI 54130, INVESTMENT ADVISER REPRESENTATIVE, 1/31/2002,80 HRS/MO, 4 DURING TRADING HRS, AS AN (IAR) REGISTERED UNDER (SPFI) CORPORATE-RIA, MY INVESTMENT ADVISORY ACTIVITIESARE LIMITED TO (TPAM) THIRD-PARTY MONEY MANAGERS APPROVED/PRE-APPROVED WITH (SPFI). ANY/ALL CONSULTING ACTIVITES AND CORRESPONDING ADVISORY FEES ARE LIMITED ONLY TO MONEY MANAGERS APPROVED WITH SAGEPOINT FINANCIAL, INC. (SPFI). 2. KNIGHTS OF COLUMBUS POSITION: Associate Member of Council #10919 NATURE: Fraternal Organization (Catholic Family Service Organization). INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 3/22/16 ADDRESS: 720 Apple Blossom Court, Kimberly WI 54136 DESCRIPTION: Merely an associate member engaged in various charitable activities and programs. Designed to provide non-profit services to the local community of the Green Bay Catholic Diocese. 3. VAN HOOF INVESTMENTS, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes # OF HOURS: 150 SECURITIES TRADING HRS: 4 START DATE: 4/3/91 ADDRESS: 314 Pheasant Run, Kaukauna WI 54130 DESCRIPTION: I am insurance licensed as/qualified for Accident & Health, Property & Casualty, and Life insurance business with the State of Wisconsin (WI). Existing business and/or consulting is limited to include Annuities, Life, and Health. 4. RENTAL PROPERTY POSITION: Owner/Property Manager NATURE: This activity is limited to one duplex rental unit (e.g.,former residence), that serves as a supplemental source of income. The rental income is simply reported on our joint income tax return. As such, there is no separate business entity in place to manage this rental activity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2017 ADDRESS: 2815/2817 Fieldcrest Drive, Kaukauna WI 54130 DESCRIPTION: Update rental applications, rental agreements, and manage the rental properties. Other duties include general repairs, maintenance items, and/or capital improvements. Process rental checks, arrange security deposit disbursements, and make timely property tax payments of same. 5. VAN HOOF INVESTMENTS, INC. IS A SUBCHAPTER-S CORPORATION. THE CORPORATION WAS STARTED IN 1998, AND IS A PRIVATELY HELD BUSINESS CONCERN WITH MICHAEL J. VAN HOOF SERVING AS THE OFFICER AND PRESIDENT OF THE CORPORATION. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 05/21/1998 ADDRESS: 314 Pheasant Run, Kaukauna WI 54130-1802, United States DESCRIPTION: I am the business owner of the S-Corporation; Van Hoof Investments is a marketing name and not affiliated with SagePoint in any way. I maintain an Insurance License with the State of Wisconsin.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-10
• S63 Uniform Securities Agent State Law Examination
  1992-02-13