Eric Schroeder (CRD# 4907301) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spring Lake, MI and has over 18 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Alpena, MI | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Rochester Hills, MI | Mar 2019 - Current | 5 |
| Estate Preservation | Novi, MI | Apr 2001 - Current | 23 |
| Woodbury Financial Services, Inc. | Brighton, MI | Mar 2019 - Jan 2024 | 4 |
| Questar Capital Corporation | Minneapolis, MN | Dec 2006 - Mar 2019 | 12 |
| Questar Investment Advisor | Minneapolis, MN | Nov 2006 - Mar 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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