Heidi Sophie Strutz

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

• 09/2016 → 06/2018
  Lpl Financial, Llc
  Iron Mountain, MI
• 07/2015 → 07/2020
  Ymca
  Iron Mountain, MI
• 11/2016 → 05/2018
  Mccash Investment Management
  Iron Mountain, MI
• 06/2018 → 11/2021
  Lpl Financial, Llc
  Iron Mountain, MI
• 09/2016 → 06/2021
  Northern Interstate Bank
  Iron Mountain, MI
• 11/2021 → 01/2024
  Woodbury Financial Services Inc
  Iron Mountain, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Iron Mountain, MI

Previous Registrations

• 2021-11-04 → 2024-01-19
  Woodbury Financial Services, Inc.
  Iron Mountain, MI
• 2019-03-04 → 2021-11-19
  Lpl Financial Llc
  Iron Mountain, MI
  Sagola, MI
  Crystal Falls, MI

Other Businesses

1. STRUTZ FINANCIAL SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/13/2019 ADDRESS: 1917 N. Stephenson Avenue, Iron Mountain MI 49801, United States DESCRIPTION: I am a financial advisor using the dba The Investment Center. Strutz Financial Services, LLC is my business. I do not advertise as Strutz Financial Services, LLC. 2. THE INVESTMENT CENTER POSITION: Financial Advisor NATURE: The Investment Center is my DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/13/2019 ADDRESS: 1917 N. Stephenson Avenue, Iron Mountain MI 49801, United States DESCRIPTION: I am a financial advisor and am licensed to sell fixed insurance. I own of Strutz Financial Services, LLC doing business as The Investment Center. 3. TENACITY ADVISORY GROUP, INC. POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2021 ADDRESS: 566 Red Bird Circle, DePere WI 54115, United States DESCRIPTION: Shared Best Practices 4. KIWANIS POSITION: Member NATURE: Non profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2021 ADDRESS: PO Box 213, Iron Mountain MI 49801, United States DESCRIPTION: This is volunteer work done in our local community.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-04

Other Names

• Heidi Sophie Feldhausen