Roger Alan Lewis

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

• 05/2007 → 01/2025
  Lincoln Financial Advisors Corp
  Columbus, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Missoula, MT

Previous Registrations

• 2007-06-01 → 2025-01-24
  Osaic Fa, Inc.
  Missoula, MT
  Lexington, KY
  Columbus, OH
  Burnside, KY
  Columbus, OH
• 2004-03-31 → 2007-06-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Missoula, MT
  Lexington, KY
  Missoula, MT
• 2003-01-03 → 2004-04-02
  Osaic Fa, Inc.
  Missoula, MT

Other Businesses

1)NAME AND ADDRESS: ROGER A. LEWIS, 2825 LORRAINE DRIVE MISSOULA, MT 59803-9711 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH AND DISABILITY INSURANCE START DATE: 6/1/2007 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S66 Uniform Combined State Law Examination
  2002-12-26
• S63 Uniform Securities Agent State Law Examination
  1997-02-26