Colleen Ann 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

• 04/2013 → 04/2017
  Massmutual Life Insurance Company
  Southfield, MI
• 07/2013 → 04/2017
  Mml Investors Services Llc
  Southfield, MI
• 08/2017 → 08/2024
  Equity Services, Inc.
  Montpelier, VT
• 08/2017 → 08/2024
  National Life Group
  Southfield, MI
• 04/2017 → Present
  Preferred Planning Partners
  Southfield, MI
• 08/2024 → Present
  Osaic Wealth, Inc.
  Troy, MI

Previous Registrations

• 2020-10-01 → 2024-09-03
  Equity Services, Inc.
  Troy, MI

Other Businesses

1. RAGS REMEMBERED FOUNDATION POSITION: Executive Board Member NATURE: Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/26/2022 ADDRESS: 5600 New King Drive Suite 350, Troy MI 48098, United States DESCRIPTION: Provide leadership and counsel to Foundation, and participate in annual board meetings/fundraiser and community involvement events. 2. PREFERRED PLANNING PARTNERS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/26/2013 ADDRESS: 5600 New King Drive, Suite 350, Troy MI 48098, United States DESCRIPTION: conduct all securities and insurance business for tax purposes Collection of rent per shared office agreement 3. FIRST RESPONDER EDUCATORS POSITION: Owner NATURE: DBA will be used for marketing purposes only for Preferred Planning Partners, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2021 ADDRESS: 5600 New King Drive Suite 350, Troy MI 48098, United States DESCRIPTION: Direct and manage marketing efforts targeting 4. EDUCATORS FOR ATHLETES POSITION: Officer NATURE: DBA will be used for marketing purposes only for Preferred Planning Partners, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2021 ADDRESS: 5600 New King Drive Suite 350, Troy MI 48098, United States DESCRIPTION: Direct and manage marketing efforts targeting 5. MICHIGAN PENSION EDUCATORS POSITION: Officer NATURE: DBA will be used for marketing purposes only for Preferred Planning Partners, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2021 ADDRESS: 5600 New King Drive Suite 350, Troy MI 48098, United States DESCRIPTION: Direct and manage marketing efforts targeting 6. PREFERRED FINANCIAL PARTNERS POSITION: President & CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/26/2013 ADDRESS: 5600 New King Drive, Suite 350, Troy MI 48098, United States DESCRIPTION: DBA for conducting advisory, securities and insurance business 7. PREFERRED FINANCIAL PARTNERS POSITION: President & CEO NATURE: DBA for conducting life, health and fixed product insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/26/2013 ADDRESS: 5600 New King Drive, Suite 350, Troy MI 48098, United States DESCRIPTION: DBA for conducting life, health and fixed insurance product business

Exams

• S66 Uniform Combined State Law Examination
  2020-09-30
• S63 Uniform Securities Agent State Law Examination
  1996-01-12

Other Names

• Colleen A Schueneman
• Colleen Ann Glaza