William Robert Slepcevich

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

• 02/2014 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 02/2014 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Naples, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Naples, FL
• 2014-03-05 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Naples, FL
• 2005-03-03 → 2014-02-28
  Fortitude Advisory Group L.L.C.
  Dallas, TX
• 1999-06-15 → 2004-12-10
  Eagle Strategies Llc
  Ft. Lauderdale, FL

Other Businesses

1) RENTAL PROPERTY. POSITION: Owner/Partner. NATURE: Wife Kimberley handles all activities. 3 condo office unites owned by wife's trust. Wife and I buy and sell real estate and land. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2014 ADDRESS: 2375 Tamiami Tr N, Ste 208, Naples FL 34103 DESCRIPTION: No active duties. All activities handled by wife. 2) KIMBERLEY K SLEPCEVICH TRUST POSITION: non NATURE: wife's trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2014 ADDRESS: 2763 tIBURON BLVD, 302, Naples FL 34109, United States DESCRIPTION: none, wife runs all of this rental of commercial office space 3) SLEPCEVICH FINANCIAL GROUP POSITION: member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/28/2014 ADDRESS: 2375 Tamiami Tr N, Suite 208, Naples FL 34103, United States DESCRIPTION: discuss life and disability insurance with prospects and clients 4) SLEPCEVICH FINANCIAL GROUP POSITION: CEO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2013 ADDRESS: 2375 Tamiami Tr N, Ste 208, Naples FL 34103, United States DESCRIPTION: sell life insurance 5) RENTAL PROPERTY POSITION: none NATURE: Property is owned by wife's trust (Kimberley K Slepcevich) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2014 ADDRESS: 2375 Tamiami Tr N, Suite 208, S208, Naples FL 34103, United States DESCRIPTION: none

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-30
• S63 Uniform Securities Agent State Law Examination
  1984-06-20

Designations

• Chartered Financial Consultant

Other Names

• William R Slepcevich