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Jeffrey Paul Schwingler

Osaic Wealth, Inc.

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About Jeffrey Paul Schwingler

Jeffrey Paul Schwingler is a financial advisor with Osaic Wealth, Inc. located in EDINA, MN. Jeffrey has been in the financial industry for over 12 years. Jeffrey has a Series 7, Series 66 and SIE license. Jeffrey has been registered with Woodbury Financial Services, Inc. and Thrivent Investment Management Inc., in addition to Osaic Wealth, Inc.. Jeffrey provides financial planning, portfolio management for businesses and individuals and pension consulting. Jeffrey is registered in 15 states and has approximately 40,000 clients.

Firm Information

Jeffrey Schwingler is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Schwingler’s Registration & Firm History

MN

01/19/2024 - Present

Osaic Wealth, Inc. (EDINA MN)

MN

09/07/2016 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (EDINA MN)

MN

04/25/2011 - 09/09/2016

THRIVENT INVESTMENT MANAGEMENT INC. (SHAKOPEE MN)

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Licenses & Designations

BOTH

Issued 05/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Paul Schwingler.
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