Stephen James Cribley

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 01/2014 → 02/2022
  Lincoln Financial Advisors
  Woodmere, OH
• 11/2021 → Present
  Beacon Financial Group, Inc.
  Aurora, OH
• 02/2022 → 02/2026
  Private Client Services
  Aurora, OH
• 02/2026 → Present
  Osaic Advisory Services
  Scottsdale, AZ

Previous Registrations

• 2022-02-28 → 2026-03-27
  Beacon Financial Group, Inc.
  Aurora, OH
• 2014-04-24 → 2022-02-24
  Osaic Fa, Inc.
  Orange Village, OH
• 2012-10-01 → 2013-12-23
  Financial Management Strategies, Inc.
  Broadview Hts., OH
• 2011-03-11 → 2012-08-28
  Ameriprise Financial Services, Llc
  Westlake, OH
• 2006-02-15 → 2009-10-01
  Osaic Fa, Inc.
  Orange Village, OH

Exams

• S66 Uniform Combined State Law Examination
  2011-05-06

Designations

• Certified Financial Planner