Jared Lee Scheunemann

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

• 01/2008 → Present
  Bardole & Wolfe Cpa's S.C.
  Wisconsin Rapids, WI
• 12/2016 → 01/2024
  Woodbury Financial Services Inc
  Wisconsin Rapids, WA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Wisconsin Rapids, WI

Previous Registrations

• 2017-04-24 → 2024-01-19
  Woodbury Financial Services, Inc.
  Wisconsin Rapids, WI

Other Businesses

1. LEGACY ACCOUNTING AND FINANCIAL SERVICES LLC POSITION: Senior Accountant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2010 ADDRESS: 400 Daly Ave., Suite 200, Wisconsin Rapids WI 54494, United States DESCRIPTION: Provide accounting and tax services to clients 2. KEY SAVINGS BANK POSITION: Director NATURE: Corporation - Mutual INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 811 E Grand Ave, Wisconsin Rapids WI 54494, United States DESCRIPTION: Board of Directors - General oversight

Exams

• S66 Uniform Combined State Law Examination
  2017-04-21

Other Names

• Jared Scheunemann