Emily Marie Lafferty

Current Employers

Employment History

• 01/2025 → Present
  Osaic Wealth, Inc.
  Edina, MN
• 05/1997 → 01/2025
  Lincoln Financial Advisors Corporation
  Edina, MN

Previous Registrations

• 2014-01-16 → 2025-01-24
  Osaic Fa, Inc.
  Minnetonka, MN
  Edina, MN

Other Businesses

1. LAFFERTY FINANCIAL SERVICES, LLC POSITION: Owner NATURE: setting up LLC for payroll purposes for my new PEO planner assistant INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2019 ADDRESS: 4951 W. 77th Street, Suite 110, Edina MN 55435, United States DESCRIPTION: setting up LLC for payroll purposes for my new PEO planner assistant 2. EMILY LAFFERTY, CFP POSITION: Trustee NATURE: I am successor trustee for my husbands revocable living trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2007 ADDRESS: 7020 137th Ave NW, Ramsey MN 55303, United States DESCRIPTION: If my husband can not act on his behalf as his own trustee, as successor trustee I can make financial decisions, pay bills, etc. on his behalf. 3. EMILY LAFFERTY INSURANCE POSITION: Agent NATURE: Crump...fixed life insurance, fixed annuities, long term care INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: Osaic Wealth, Inc., 4951 W. 77th Street, Edina MN 55435, United States DESCRIPTION: Write fixed annuity, life and long term care policies through Crump. 4. SUCCESSOR TRUSTEE OF MY HUSBANDS REVOCABLE LIVING TRUST POSITION: Trustee NATURE: Successor trustee of husbands living trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2018 ADDRESS: 4951 W. 77th Street, Suite 110, Edina MN 55435, United States DESCRIPTION: perform trades if necessary, distribute 529 funds to beneficiaries if needed for college. Manage the investment

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-06-30

Designations

Other Names

• Emily Marie Haustein