Stifel, Nicolaus & Company
45yrs
Top advisor by experience in Hauppauge
19yrs
Jon Schlueter has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Hauppauge, New York. After six years at Madison Advisory Services, Jon joined Osaic Wealth in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 350 advisors with offices in Hauppauge, and one of 261 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors in New York
OfficeHauppauge, NY
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2018 – 2023Madison Advisory Services, Inc.Previously
- 2015 – 2021Osaic Wealth, Inc.Previously
Questions to ask Jon
Tailored to Jon’s registration and firm.
- 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 Jon
How do I contact Jon?
Call Osaic Wealth at (800) 821-5100 and ask for Jon Schlueter. Jon works from the Hauppauge, NY office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2007, about 19 years. More experience than 59% of advisors in New York.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon 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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