Peter H. Shriver

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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-01-24

OH RA
APPROVED

Since 2025-01-24

Branch Locations

100 Park Avenue Suite 425, Orange Village, OH 44122-4242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corp	Cleveland	OH	09/2006	01/2025
Osaic Wealth, Inc.	Orange Village	OH	01/2025	Present

09/2006 → 01/2025

Lincoln Financial Advisors Corp

Cleveland, OH
01/2025 → Present

Osaic Wealth, Inc.

Orange Village, OH

Previous Registrations

2006-09-12 → 2025-01-24

Osaic Fa, Inc.

Orange Village, OH

Other Businesses

1) PETER H. SHRIVER 2400 WOODMERE DRIVE CLEVELAND HEIGHTS, OH 44106 CATEGORY: REAL ESTATE MANAGEMENT, RENTALS OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWNS AND RENTS PROPERTY. START DATE: 05/01/1997 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0. 2) PETER SHRIVER 28601 CHAGRIN BOULEVARD CLEVELAND, OH 44122 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS TRADITIONAL LIFE INSURANCE. START DATE: 01/01/2008 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0. 3) PETER SHRIVER 28601 CHAGRIN BOULEVARD, #300 CLEVELAND, OH 44122 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: BROKERAGE OF FIXED LIFE, HEALTH, DISABILITY INSURANCE, FIXED ANNUITIES. START DATE: 10/01/2011 HOURS PER MONTH: 16 HOURS PER MONTH DURING TRADING HOURS: 16. 4) PETER SHRIVER, LIFE SETTLEMENTS 28601 CHAGRIN BOULEVARD, #300 CLEVELAND, OH 44122 CATEGORY: LIFE SETTLEMENTS INVESTMENT-RELATED: YES TITLE: SELF DUTIES: PARTICIPATING IN LIFE SETTLEMENT TRANSACTIONS INVOLVING FIXED LIFE INSURANCE POLICIES. START DATE: 10/2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 5) PETER SHRIVER CLEVELAND HEIGHTS, OH 44106 CATEGORY: DIRECT SALES INVESTMENT-RELATED: NO TITLE: CONSULTANT DUTIES: DIRECT SALES OF ISAGENIX PROGRAM AND PRODUCTS TO CUSTOMERS. START DATE: 02/02/2018 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 0.