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Timothy J. Mcilwain

Osaic Wealth, Inc.

Madison, WI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-24
WI RA APPROVED 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24
  • WI RA
    APPROVED
    Since 2025-01-24

Branch Locations

406 Science Drive Suite 310, Madison, WI 53711-1068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Madison WI 03/2001 01/2025
Osaic Wealth, Inc. Madison WI 01/2025 Present
  • 03/2001 → 01/2025
    Lincoln Financial Advisors
    Madison, WI
  • 01/2025 → Present
    Madison, WI
Previous Registrations
  • 2002-08-05 → 2025-01-24
    Osaic Fa, Inc.
    Madison, WI
    Madison, WI
    Madison, WI
    Madison, WI
Other Businesses

1) TIMOTHY MCILWAIN 406 SCIENCE DR. STE. 310 MADISON, WI 53711 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS, SUCH AS FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, HEALTH, DISABILITY, AND TRADITIONAL LIFE INSURANCE. START DATE: 4/1/01 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) STICKNEY-MCILWAIN, LLC - 406 SCIENCE DR., SUITE 310, MADISON, WI CATEGORY: INSURANCE/LLC INVESTMENT RELATED: YES TITLE: OWNER DUTIES: SALES AND SERVICE OF FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 4/29/2024 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 3) SUCCESSOR TRUSTEE JOE & KIM MCILWAIN REVOCABLE TRUST POSITION: Successor Trustee NATURE: Successor Trustee of parents estate until both passed or incapacitated INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2025 ADDRESS: 7556 Peyton Pkwy, Verona WI 53593, United States DESCRIPTION: Successor Trustee of parents estate until both passed or incapacitated

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-04-13
  • S63 Uniform Securities Agent State Law Examination
    2001-04-13

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