Jacob William Vande Voort

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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-11-01

WI RA
APPROVED

Since 2024-11-01

Branch Locations

Combined Locks, WI • United States

2680 Vernon Drive, Green Bay, WI 54304 • United States

2700 Vernon Dr., Green Bay, WI 54304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Financial Planning & Information Services, Inc.	De Pere	WI	11/2008	12/2023
Osaic Wealth Inc	De Pere	WI	03/2024	Present

11/2008 → 12/2023

Financial Planning & Information Services, Inc.

De Pere, WI
03/2024 → Present

Osaic Wealth Inc

De Pere, WI

Other Businesses

TAX MANAGEMENT SERVICES, INC. POSITION: Tax Preparer NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2026 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Tax preparation for investment and non-investment clients.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-30

S66 Uniform Combined State Law Examination

2024-10-30

Other Names

Jake Vande Voort

View on SEC IAPD