Michael James Foreman

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

• 12/1995 → 01/2025
  Lincoln Financial Advisors Corporation
  Rosemont, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 1998-06-10 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1) MICHAEL FOREMAN 1524 NATIONAL AVENUE ROCKFORD, IL 61103 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SELL AND SERVICE FIXED INSURANCE PRODUCTS, SUCH AS ACCIDENT & HEALTH, DISABILITY, FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/2007 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3. 2) GIFTED ACADEMY AT THURGOOD MARSHALL SCHOOL POSITION: Boys Volleyball coach NATURE: Middle School INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2025 ADDRESS: 4664 N. Rockton Avenue, Rockford IL 61103, United States DESCRIPTION: Coach Volleyball for 6th and 7th grade boys 3) MICHAEL FOREMAN POSITION: Agent NATURE: Life insurance, Health insurance, Fixed annuities etc... INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2007 ADDRESS: 1524 National Avenue, Rockford IL 61103, United States DESCRIPTION: sales 4) IMMEDIATE PAST PRESIDENT OF ROCKFORD ROTARY CLUB POSITION: immediate past President NATURE: Rockford Rotary is a service organization connected with Rotary international which promotes service above self INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 04/10/2023 ADDRESS: 211 N. Main Street, Apt, Suite, Bldg. (optional), ROCKFORD IL 61101, United States DESCRIPTION: I am now the immediate past President of the Rockford Rotary club. It is a service organization associated with Rotary international.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-14
• S63 Uniform Securities Agent State Law Examination
  1989-06-21