Timothy Paul Ernst

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

• 06/2000 → 01/2025
  Lincoln Financial Advisors
  Silver Springs, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Silver Spring, MD

Previous Registrations

• 2011-04-25 → 2025-01-24
  Osaic Fa, Inc.
  Rockville, MD
  Rockville, MD
  Silver Spring, MD

Other Businesses

1) TIMOTHY ERNST SILVER SPRINGS, MD 20902 CATEGORY: INSURANCE. INVESTMENT-RELATED: YES. TITLE: AGENT. DUTIES: OFFERING GROUP BENEFITS (HEALTH, LIFE AND DISABILITY INSURANCE), LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE, AND FIXED ANNUITIES. START DATE: 7/6/09. HOURS PER MONTH: 1. HOURS PER MONTH DURING TRADING HOURS: 1. 2)MONTGOMERY COUNTY RECREATION SILVER SPRING MD CATEGORY: SPORTS COACH INVESTMENT RELATED: NO TITLE: COACH DUTIES: COACHING SOCCER TO MIDDLE SCHOOL STUDENTS IN AFTER-SCHOOL PROGRAM START DATE: 10/2023 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 4 3) SLIGO CREEK FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: To occasionally offer life insurance products to clients. I very rarely sell life insurance -- I only do it if clients ask for it. I use the exact same business cards: Sligo Creek Financial Advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/04/2025 ADDRESS: 10616 Dunkirk Drive, Silver Spring MD 20902, United States DESCRIPTION: To occasionally offer life insurance products to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-09
• S63 Uniform Securities Agent State Law Examination
  2000-09-29

Other Names

• Tim Ernst