Seth Brian Wolnek

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

• 04/1997 → 01/2025
  Lincoln Financial Advisors Corporation
  Birmingham, AL
• 04/1997 → Present
  First Financial Group
  Birmingham, AL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Birmingham, AL

Previous Registrations

• 2000-04-25 → 2025-01-24
  Osaic Fa, Inc.
  Birmingham, AL
  Birmingham, AL

Other Businesses

1) W.K.R.B.LLC POSITION: Other - Member & Treasurer NATURE: FLP was created to facilitate the construction of a mountain home, to which each family unit contributed toward.Since then there has been a Lincoln brokerage account established to facilitate expense payments and also purchase a few mutual funds/ ETFs. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/12/1998 ADDRESS: 674 Willis Cove Rd., Franklin NC 28734, United States DESCRIPTION: Participate in meetings regarding the business of the FLP 2) BIRMINGHAM JEWISH FEDERATION POSITION: Board Member NATURE: non profit (Board of Directors) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/21/2024 ADDRESS: 3966 Montclair Rd, Birmingham AL 35213, United States DESCRIPTION: Board member: review reports, policies procedures and issues that come to the board. Support the mission of the organization through community outreach. No control of any investment or bank accounts. 3) FIRST FINANCIAL GROUP POSITION: Agent NATURE: fixed insurance and annuity business only INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/1997 ADDRESS: 201 Office Park Dr, Suite 300, Birmingham AL 35223, United States DESCRIPTION: Offer Fixed life and Annuity solutions in the context of an overall financial plan.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-28

Designations

• Certified Financial Planner