Ken Alan Shipley

Current Employers

Employment History

• 07/1999 → 01/2025
  Lincoln Financial Advisors Corporation
  Knoxville, TN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Knoxville, TN

Previous Registrations

• 2003-03-05 → 2025-01-24
  Osaic Fa, Inc.
  Smryna, TN
  Atlanta, GA
  Knoxville, TN
  Virginia Beach, VA
  Doylestown, PA

Other Businesses

1) STONEBRIDGE ADVISORS, INC. 10420 JACKSON OAKS WAY, SUITE 102 KNOXVILLE TN CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SALESPERSON DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 11/2017 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 2) KS RENTALS, 10420 JACKSON OAKS WAY, STE 102, KNOXVILLE TN CATEGORY: SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: EQUIPMENT RENTAL CO-OP START DATE: 01/2022 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3) INSURANCE OBA POSITION: Sales Person NATURE: Placement of Fixed Insurance, LTC, DI, and Fixed Annuity products when the OSAIC channel is not adequate for the client's needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2017 ADDRESS: 10420 Jackson Oaks Way, Suite 102, Knoxville TN 37922, United States DESCRIPTION: Placement of Fixed Insurance, LTC, DI, and Fixed Annuity products when the OSAIC channel is not adequate for the client's needs. 4) I AM THE TRUSTEE OF A TESTAMENTARY TRUST FOR MY SON LANE WHERE HE WOULD BE THE BENEFICIARY IF IT CAME TO PASS. POSITION: Trustee NATURE: I am the trustee for a testamentary trust for my son Lane. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2024 ADDRESS: 10420 Jackson Oaks Way, Suite 102, Knoxville TN 37922, United States DESCRIPTION: Nothing at this juncture unless necessary. 5) I AM THE POA FOR MY SON LANE. POSITION: Trustee NATURE: As mentioned earlier, I am the POA for my son Lane (20 yrs old). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2024 ADDRESS: 10420 Jackson Oaks Way, Suite 102, Knoxville TN 37922, United States DESCRIPTION: Nothing at this juncture unless necessary.

Exams

• S66 Uniform Combined State Law Examination
  1999-07-31

Designations