Dale Lavern Yoder

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

• 01/1998 → Present
  Pigeon River Church
  Pigeon, MI
• 07/2008 → 12/2018
  Yoder Land Co. Llc
  Bay Port, MI
• 09/2008 → 01/2021
  Yoder Financial, Inc.
  Bad Axe, MI
• 01/2010 → 11/2023
  Fsc Securities Corporation
  Kalamazoo, MI
• 11/2023 → Present
  Osaic Wealth, Inc.
  Bad Axe, MI
• 01/2021 → Present
  Lake Huron Financial
  Bad Axe, MI

Previous Registrations

• 2010-05-28 → 2023-11-03
  Fsc Securities Corporation
  Kalamazoo, MI
  Bad Axe, MI

Other Businesses

1. PATHWAYS FINANCIAL GROUP LLC, YES, 5659 W. MICHIGAN KALAMAZOO, MI 49009, PARTICIPANT, 2/1/2010, 0 HRS/MO, 0 DURING TRADING HRS, NO DUTIES. 2. LAKE HURON FINANCIAL POSITION: owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 1165 N Van Dyke Rd, Bad Axe MI 48413, United States DESCRIPTION: Tax related and Managerial related 3. PIGEON RIVER MENNONITE CHURCH POSITION: Elder NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 7120 Geiger Rd, Pigeon MI 48755, United States DESCRIPTION: To provide guidance for church operations and programs. To review personnel job performance and church policy and to provide vison for the future. 4. DALE & PHYLLIS YODER RLT POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2025 ADDRESS: 569 S Bay Port Rd, Bay Port MI 48720, United States DESCRIPTION: Collect rent from real estate rental property (Farm land and office space)

Exams

• S66 Uniform Combined State Law Examination
  2010-04-28
• S63 Uniform Securities Agent State Law Examination
  2006-04-12