Elaine Margaret Straub

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

• 04/2003 → 01/2025
  Lincoln Financial Advisors
  Cleveland, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2003-04-30 → 2025-01-24
  Osaic Fa, Inc.
  Cleveland, OH
  Orange Village, OH
• 2003-04-23 → 2003-04-25
  Oneamerica Securities, Inc.
  Brecksville, OH

Other Businesses

1. ELAINE M STRAUB. THE ORGAN IS JEWISH FAMILY SERVICE ASSOC OF CLEVELAND POS: Self NATURE: Non-Profit Org INV REL: No NO OF HRS: 1 SECURITY TRADING HRS: 1 START DATE: 3/15/23 ADDY: ORANGE VILLAGE OH 44122 DESC: I plan to do a one-time volunteer activity. I drive one of their clients to a location on the west side of Cleveland. Other volunteer opportunities may arise, but the time commitment would be limited. For example, sometimes help on a Sunday at their donation center sorting through donated items for the violence center, elderly, etc 2. BOARD MEMBER- WESTERN RESERVE FIRE MUSEUM AND EDUCATION CENTER POS: Board Member NATURE: Museum INVESTMENT RELATED: No NO OF HRS: 20 SECURITY TRADING HRS: 6 START DATE: 3/30/11 ADDY: Orange Village OH 44122 DESC: Serve as a Board Member as well as the Executive Committee of the Board. Assist in fundraising activities to support the Fire Museums mission 3. CUYAHOGA COMM COLL POS: Employee NATURE: Community College awarding two-year associate's degrees INVESTMENT RELATED: No NO OF HRS: 15 SECURITIES TRADING HRS: 5 START DATE: 5/1/1993 ADDY: Highland Hills OH 44144 DESC: Adjunct Faculty. Teach various business courses in the Fall and Spring semesters when enrollment is sufficient for a course to be offered as an assignment 4. NOTARY PUBLIC POS: Self NATURE: Notarize signatures on documents for individuals. INVESTMENT RELATED: No NO OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 1/28/1991 ADDY: Cleveland OH 44144 DESC: Notarize signatures on documents for individuals. For clients, only non-securities documents are permitted 5. ELAINE M. STRAUB POS: Sole Proprietor NATURE: Sale of LTC insurance; fixed annuities; fixed index annuities; life insurance; health insurance; group voluntary benefits INVESTMENT RELATED: Yes NOOF HRS: 10 SECURITIES TRADING HRS: 10 START DATE: 5/1/1993 ADDY: Orange Village OH 44122 DESC: Where appropriate, provide appropriate products for clients needs upon a review of their financial situation 6. MEMBER - HEROIN & OPIOD ACTION PLAN COMMITTEE POS: Self NATURE: Department of Justice - Heroin and Opiod Action Plan Committee. It is a group of physicians, nurses, Ohio Parmacy Board staff, police officers, attorneys, judges and other professionals, as well as ordinary citizens, all interested in eradicating drugs and reducing deaths due to heroin and opiod addiction. INVESTMENT RELATED: No NO OF HRS: 3 SECURITIES TRADING HRS: 3 START DATE: 12/2/16 ADDY: Cleveland OH 44144 DESC: As a committee member, will attend quarterly meetings. At present, do not have any specific duties or activities. Will listen to what the other professionals are doing to combat heroin and opiod addiction. At some point in the future, may be able to offer insights. I also participate on the Education Committee, which generally meets quarterly. We consider various means to enhance professional education propose seminars, panel discussions. Other professionals ensure the events are done timely location, speakers, invites, etc.; as an interested citizen, I do not have a role in this; other committee members who work in related professional fields handle the events 7. BOARD MEMBER - WESTERN RESERVE FIRE MUSEUM AND EDUCATION CENTER POS: Board Member NATURE: The Fire Museum's mission: To provide a first-class regional fire museum and education center to dramatically increase fire safety programming and to reduce the number of fire deaths and injuries in Northeast Ohio. INVESTMENT RELATED: No NO OF HRS: 5 SECURITIES TRADING HRS: 1 START DATE: 3/30/11 ADDY: Cleveland OH 44115 DESC: Serve as a Board Member. Attend quarterly meetings and perform other ad hoc activities to support the Fire Museum's mission. Serve on select commitees. For instance, our 100th Anniversary will be celebrated in 2026 and I am participating to plan our celebratory events Participate, on a very limited basis, on the Fund Raising Committee, but we do not meet often. Any materials are created by the Museum staff

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-20
• S63 Uniform Securities Agent State Law Examination
  1997-10-03

Other Names

• Elaine Margaret Glodich