Jack Soderlund, financial advisor Highland Park IL

Jack Soderlund

CRD Number: 1264250
Current Firm: Osaic Wealth, Inc.

Jack Soderlund (CRD# 1264250) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Highland Park, IL and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Highland Park, IL Apr 2023 - Current < 1
Compass Financial Planning Inc. Highland Park, IL Jun 1984 - Current 39
Fsc Securities Corporation Higland Park, IL Jun 1984 - Mar 2023 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
Contact Info for Jack R. Soderlund
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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