Jordan Seegert (CRD# 5469662) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dundee, MI and has over 16 years of experience in the finance industry.
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
CRD# 2146399
Venture Visionary Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Dundee, MI | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Monroe, MI | Nov 2017 - Jan 2024 | 6 |
| Sii Investments, Inc. | Monroe, MI | Aug 2009 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- MI
- TX
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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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