Christopher Michael Fromm

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

• 06/2001 → 01/2025
  Lincoln Financial Advisors Corp.
  St. Johns, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  St. Johns, FL

Previous Registrations

• 2006-05-17 → 2025-01-24
  Osaic Fa, Inc.
  Jacksonville , FL
  Jacksonville, FL
  St. Johns, FL

Other Businesses

1) Christopher Fromm, 401 Bent Creek Drive, St. Johns, FL 32259 Category: Insurance Investment Related: Yes Title: Agent Duties: offers disability insurance, fixed annuities, indexed annuities, long-term care insurance, premium financing, traditional life insurance Start Date: 04/2021 Hours per Month: 3 Hours per Month during trading hours: 3 Update Form BR: Yes 2) FIXED INSURANCE POSITION: Fixed Insurance Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/21/2021 ADDRESS: 401 Bent Creek Drive, St Johns FL 32259, United States DESCRIPTION: Fixed Insurance as it is suitable for clients per their situation

Exams

• S66 Uniform Combined State Law Examination
  2014-06-05
• S63 Uniform Securities Agent State Law Examination
  2002-04-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant