John W Schatz

Current Employers

Employment History

• 10/2000 → 01/2025
  Lincoln Financial Advisors
  Columbus, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Columbus, OH

Previous Registrations

• 2001-10-10 → 2025-01-24
  Osaic Fa, Inc.
  Columbus, OH
  Columbus, OH

Other Businesses

1)JOHN W. SCHATZ, 7650 RIVERS EDGE DRIVE, SUITE 250 COLUMBUS, OH 43235 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY INSURANCE AND TRADITIONAL LIFE INSURANCE START DATE: 2002 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS: 5 2)JOHN SCHATZ, COLUMBUS, OH 43221 CATEGORY: RETAIL INVESTMENT RELATED: YES TITLE: COIN COLLECTOR/DEALER DUTIES: COLLECTS COINS AND SOMETIMES BUYS/SELLS/TRADES COINS. START DATE: 12/25/79 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 3) HOBBY OF NUMISMATICS (COINS) POSITION: Self NATURE: I collect numismatics (coins) and have done so since around age 4-5, so 35 years. I go to shows/clubs/meetings/read books/coin world magazine/have family/friends/clients that do the same. As I sometimes trade/sell/buy from clients (see below for more on this), Lincoln wanted me to do a OBA for this hobby. #14) Below. So I will assume Osaic wants this. I started collecting around 1979. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/25/1979 ADDRESS: Home 3700 Mount Shannon Rd., Columbus OH 43221, United States DESCRIPTION: Columbus has some of the strongest coin clubs in the country (Members of grading companies, publishing companies, experts in just about every field, and some of the best collections are here in Columbus). I enjoy going to these clubs, I set up a few times a year, learn, trade, buy and sell to the members/dealers/collectors there. I do not spend a lot of time with Coins, but as my children are older, I have more money now, and I have a little more time. I use these resources to meet experts that know far more than me (friends/clients), share information, trade numismatics, and find out what people may need I am not interested in. I have reviewed with my CPA, and as I do not make money at this after table/club/supplies/book fees/travel I do not need to pay taxes at this point. 4) JOHN SCHATZ - INSURANCE POSITION: Agent NATURE: Financial Planner (I sell Life Insurance/Annuities) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2002 ADDRESS: 7650 Rivers Edge Rd., Columbus OH 43235, United States DESCRIPTION: I sell Life Insurance/Annuities

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-10-13