Raymond Joseph Trepanier

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

• 04/2006 → 11/2018
  Signator Investors Inc
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Southfield, MI

Previous Registrations

• 2010-10-20 → 2018-11-02
  Signator Investors, Inc.
  Southfield, MI

Other Businesses

1) MFC/COMPASS STRATEGIC PLANNING - FIXED PRODUCTS POSITION: Agent/Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 04/13/2006 ADDRESS: 359 N Main St, Milford MI 48381, United States DESCRIPTION: Solicit insurance policies 2) MFC COMPASS STRATEGIC PLANNING (SECURITIES) POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2006 ADDRESS: 359 N Main St, Milford MI 48381, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3)RAYMOND J TREPANIER JR POSITION: Owner NATURE: Sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/22/1990 ADDRESS: 593 East Shore Drive, Whitmore Lake MI 48189, United States DESCRIPTION: I keep the license active to use the discounts on materials for my own projects. An example would be that I just added a 24' deck to the back of my house. I received a builder discount on the materials. I have had this license disclosed on my U4 from the start of this career.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-20
• S63 Uniform Securities Agent State Law Examination
  2006-06-01

Designations

• Certified Financial Planner