Shane Heddy

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

• 11/2009 → 05/2018
  Full Time Student
  Grand Rapids, MI
• 06/2017 → 08/2017
  Northwestern Mutual
  Grand Rapids, MI
• 01/2017 → 09/2017
  Chick-Fil-A
  Grand Rapids, MI
• 09/2016 → 04/2017
  Cornerstone University
  Grand Rapids, MI
• 10/2017 → 05/2018
  Amphenol Borisch
  Grand Rapids, MI
• 05/2018 → 01/2019
  Amphenol Borisch
  Grand Rapids, MI
• 02/2019 → 08/2019
  Robert Half
  Troy, MI
• 09/2019 → 08/2022
  Legacy Financial Group
  Grand Blanc, MI
• 09/2019 → Present
  West Financial Planning
  Grand Blanc, MI
• 07/2022 → Present
  Osaic Wealth, Inc.
  Okemos, MI

Previous Registrations

• 2021-01-02 → 2022-08-19
  Founders Financial Securities Llc
  Grand Blanc, MI
  Grand Blanc, MI
  Towson, MD

Other Businesses

1. COLLEGE FOR FINANCIAL PLANNING POSITION: Moderator/Adjunct Professor NATURE: College that provides classes to prepare for CFP exam. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 9000 E Nichols Ave, Suite 200, Centennial CO 80112, United States DESCRIPTION: Teach students and answer questions regarding CFP curriculum from the pre-created content provided by the college. 2. FIG TREE FINANCIAL PLANNING POSITION: President NATURE: Sole proprietorship. It is the public facing DBA firm through which I do investment and financial planning and insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 07/28/2026 ADDRESS: 10200 Dosh Dr, Otisville MI 48463, United States DESCRIPTION: Financial Planning, Investment management, Life, LTC, and Fixed Annuities, Financial Education 3. UNIVERSITY OF MICHIGAN POSITION: Guest Lecturer NATURE: Teaching CFP courses INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2026 ADDRESS: 303 E. Kearsley Street, Flint MI 48502, United States DESCRIPTION: Creating and teaching course lectures

Exams

• S66 Uniform Combined State Law Examination
  2020-06-06