Daniel A Krieg

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

• 11/2002 → 02/2025
  Lincoln Financial Advisors
  Fort Wayne, IN
• 08/1995 → Present
  Oley'S Pizza
  Fort Wayne, IN
• 07/2009 → 02/2025
  Lincoln Financial Securities Corp
  Fort Wayne, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2006-01-20 → 2025-01-24
  Osaic Fa, Inc.
  Fort Wayne, IN
  Hartford, CT
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Concord, NH
  Hartford, CT
  Fort Wayne, IN
  Southfield, MI
  Orange Village, OH
  Cincinnati, OH
  Columbus, OH
  Chicago, IL
  Fort Wayne, IN
  Fort Wayne, IN

Exams

• S66 Uniform Combined State Law Examination
  2003-07-30