Curtis Lee Catlin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 01/2025
  Lincoln Financial Securities Corporation
  Poinciana, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Poinciana, FL

Previous Registrations

• 2010-03-01 → 2025-01-24
  Osaic Fs, Inc.
  Poinciana, FL
  Annapolis, MD
  Naples, FL
• 2008-03-13 → 2009-11-09
  Lpl Financial Llc
  Naples, FL
  San Diego, CA
  Naples, FL
• 2007-09-18 → 2008-01-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Naples, FL
• 2006-03-01 → 2007-09-18
  A. G. Edwards & Sons, Inc.
  Bonita Springs, FL
• 2002-07-31 → 2006-03-01
  Msi Financial Services, Inc.
  Naples, FL

Other Businesses

CURTIS L CATLIN POSITION: Agent NATURE: appointments with the major life insurers to offer life insurance and long-term care, disability insurance and annuities to individuals INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2017 ADDRESS: 1173 Cambria Bnd, Poinciana FL 34759, United States DESCRIPTION: produce illustrations, present to client, complete application and forward to life insurance company for underwriting and approval, deliver policy to client, obtain premium payment and remit back to company

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-05
• S63 Uniform Securities Agent State Law Examination
  1996-06-03

Designations

• Certified Financial Planner