Jane Margaret Lichtsinn

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

• 02/2000 → 05/2018
  Lincoln Financial Advisors
  Fort Wayne, IN
• 10/2019 → Present
  Cx Institutional, Llc
  Auburn, IN
• 09/2018 → 10/2019
  Shipt
  Fort Wayne, IN
• 05/2018 → 09/2018
  Unemployed
  Fort Wayne, IN
• 11/2019 → 09/2020
  Lpl Financial Llc
  Auburn, IN
• 05/2021 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2021-05-04 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ
• 2019-11-05 → 2021-04-20
  Cx Institutional, Llc
  Auburn, IN
• 2007-06-25 → 2018-05-21
  Osaic Fa, Inc.
  Fort Wayne, IN
  Fort Wayne, IN

Exams

• S66 Uniform Combined State Law Examination
  2007-06-22

Other Names

• Jane Margaret Reece