Brian Lynn Lahrman

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

• 11/2005 → 02/2025
  Lincoln Financial Advisors Corporation
  Orlando, FL
• 10/2007 → 02/2025
  Jlincoln Financial Securities
  Orlando, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2005-11-16 → 2025-01-24
  Osaic Fa, Inc.
  Orlando, FL
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Titusville, FL
• 2005-07-07 → 2005-11-02
  Thrivent Investment Management Inc.
  Columbia City, IN

Other Businesses

BOCKELMAN VETERINARY RELIEF SERVICES LLC POSITION: Registered Agent NATURE: Veterinary Relief Services employ licensed veterinarians (My wife only) who provide temporary, flexible staffing to veterinary practices to cover for absent doctors or DVMs, workload increases, or provide specialized care during busy periods. My wife acts as "locum tenens," holding the place of full-time staff, enabling permanent employees to take vacations or leave, and ensuring that the clinics/hospitals maintain continuous service and high patient care standards. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 3175 Sandalwood Ln, Titusville FL 32780, United States DESCRIPTION: My wife has been working relief for two years operating as a sole proprietorship. We intend to form a LLC taxed as an S Corp for the tax benefits. A registered agent is required and choosing a family member makes the most sense. I am only providing my name as registered agent. My duties should be none, zero hours of work is expected and there is no compensation.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-17
• S63 Uniform Securities Agent State Law Examination
  2003-09-20