David Kent Downing

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

• 05/2002 → 06/2022
  Lincoln Financial Advisors
  Cleveland, OH
• 06/2022 → Present
  Lincoln Financial Corporation
  Orange Village, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2002-08-20 → 2025-01-24
  Osaic Fa, Inc.
  Solon, OH
  Orange Village, OH
  Solon, OH

Other Businesses

1) DAVID DOWNING, 100 PARK AVENUE SUITE 425 ORANGE VILLAGE, OH 44122 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: LIFE INSURANCE BROKER DUTIES: SELL LIFE, DISABILITY, AND LONG-TERM CARE INSURANCE TO CLIENTS START DATE: 1/2006 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 2) DAVID DOWNING, 100 PARK AVE. STE. 425, ORANGE VILLAGE, OH 44122 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED AND INDEXED ANNUITIES. START DATE: 9/01/2010 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2004-01-30