Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Robert Schuman is a financial advisor with over 40 years of experience in the industry. Wayne has a wealth of knowledge and experience in financial planning, portfolio management, and pension consulting. Wayne currently works at Osaic Wealth, Inc. in Bloomington, IN. Wayne's primary focus is on providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Wayne has worked with clients in over 30 states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
10/11/2024 - Present
Osaic Wealth, Inc. (BLOOMINGTON IN)
IN
09/05/1984 - 06/29/2004
MONROE FINANCIAL CORPORATION (BLOOMINGTON IN)
NA
10/23/1980 - 08/03/1984
J.J.B. HILLIARD, W.L. LYONS, INC.
BOTH
Issued 11/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/20/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/12/1984
Series 24 - General Securities Principal Examination
BC
Issued 07/11/1984
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1987
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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