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Patrick V
Series 63, Series 65, Series 66
Bay City, MI
OSAIC
Patrick Van Sumeren is a financial advisor with OSAIC, holding Series 63, 65, and 66 credentials and over 35 years of industry experience. He previously worked at Spc and Sigma Financial Corporation before joining OSAIC in 2023. Outside of his advisory role, he serves on multiple committees and boards related to Catholic education and church finance in the Diocese of Saginaw, including chairing the board of All Saints Catholic Schools. OSAIC Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and platforms and supports a broad range of investment strategies across discretionary and non-discretionary accounts.
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