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Matthew Adam Schlueter

Evp, Operations And Technology Solutions, DirectorOsaic Wealth, Inc.CRD 2627931

About Matthew Adam Schlueter

Matthew Adam Schlueter is listed as Evp, Operations And Technology Solutions, Director at Osaic Wealth, Inc. in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. Matthew Adam Schlueter is associated with 7 registered advisers.

Reported ownership

Owns Under 5% of Osaic Wealth, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Adam Schlueter work?

Matthew Adam Schlueter is listed as Evp, Operations And Technology Solutions, Director at Osaic Wealth, Inc. on SEC Form ADV.

How much of Osaic Wealth, Inc. does Matthew Adam Schlueter own?

Form ADV reports a beneficial ownership band of Under 5%.

Osaic Wealth, Inc.

TitleEvp, Operations And Technology Solutions, Director
OwnershipUnder 5%
Control personYes
Since2016
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Vision2020 Wealth Management Corp.

TitleChief Executive Officer, President
OwnershipUnder 5%
Control personYes
Since2019
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Osaic Fs, Inc.

TitleExecutive Vice President And Director
OwnershipUnder 5%
Control personYes
Since2024
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Osaic Fa, Inc.

TitleExecutive Vice President And Director
OwnershipUnder 5%
Control personYes
Since2024
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Ladenburg Thalmann Asset Management Inc

TitleEvp
OwnershipUnder 5%
Control personYes
Since2020
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Osaic Advisory Services, LLC

TitleExecutive Vice President, Operations And Technology Solutions
OwnershipUnder 5%
Control personYes
Since2020
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Osaic Institutions, Inc.

TitleDirector And Executive Vice President Operations And Technology Solutions
OwnershipUnder 5%
Control personYes
Since2022
View Osaic Institutions, Inc. →