Colleen Schueneman
Colleen Schueneman is a registered investment advisor at Osaic Wealth, INC., based in Troy, MI, with 31 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5600 New King Drive, Suite 350, Troy, MI, 48098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colleen owns Preferred Planning Partners LLC, where she conducts securities and insurance business, dedicating about half of her time. She also owns Preferred Financial Partners LLC and is an executive board member for Rags Remembered Foundation, spending minimal time on the latter.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Mony Securities CorporationBroker
Pruco Securities CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations25 states
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