B.B. Graham & Company
41yrs
Top advisor by experience in Warrenville
39yrs
Jeffrey Scheithe has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Warrenville, Illinois. Jeffrey has been with Osaic Wealth since 2024; before that, Jeffrey spent 13 years at Woodbury Financial Services and a year at Brewer Investment Advisors. Jeffrey holds the CFP® designation.
One of 60 advisors with offices in Warrenville, and one of 58 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience in Illinois
Office27575 Ferry Rd Suite 100, Warrenville, IL 60555
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2010 – 2024Woodbury Financial Services, Inc.Previously
- Aug 2009 – Nov 2010Brewer Investment Advisors LLCPreviously
- 2002 – 2009Waterstone Financial Group, Inc.Previously
Contact Jeffrey
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Jeffrey. 27575 Ferry Rd Suite 100Warrenville, IL 60555Office · Get directions
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Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jeffrey
How do I contact Jeffrey?
Call Osaic Wealth at (800) 821-5100 and ask for Jeffrey Scheithe. Jeffrey works from the Warrenville, IL office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 1987, about 39 years. Top 4% by experience in Illinois.
What licenses does Jeffrey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jeffrey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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