James Robert Steckel

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

• 03/2012 → 01/2025
  Lincoln Financial Advisors Corporation
  Allentown, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Allentown, PA

Previous Registrations

• 2012-07-11 → 2025-01-24
  Osaic Fa, Inc.
  Breinigsville, PA
  Blue Bell, PA
  Allentown, PA
  Allentown, PA

Other Businesses

1) JAMES STECKEL POSITION: Agent NATURE: Fixed business INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 03/09/2018 ADDRESS: 5894 Winterberry Place, Allentown, PA 18104 DESCRIPTION: Act as an agent for companies through which policies would be solicited and placed. 2) JAMES STECKEL POSITION: Durable POA NATURE: POA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2017 ADDRESS: 5894 Winterberry Place, Allentown, PA 18104 DESCRIPTION: I will step in as DPOA in the event of incapacity of my parents. 3) JAMES STECKEL POSITION: Husband NATURE: Executor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2015 ADDRESS: 5894 Winterberry Place, Allentown, PA 18104 DESCRIPTION: I am an executor for my wife as listed in our will. There are no ongoing duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-09
• S63 Uniform Securities Agent State Law Examination
  1997-01-27

Designations

• Certified Financial Planner