Benjamin M Horn

Current Employers

Employment History

• 06/2003 → 01/2025
  Lincoln Financial Advisors
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2008-12-01 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA

Other Businesses

1) BENJAMIN HORN 3000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FEE BASED NON COMMISSIONABLE GROUP BENEFITS FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 03/2012 HOURS PER MONTH: 2. HOURS PER MONTH DURING TRADING HOURS: 2. 2) BEN HORN 3000 EXECUTIVE PARKWAY, SUITE 400 SAN RAMON, CA INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS MEDICARE SUPPLEMENT PLANS START DATE: 09/2018 HOURS PER MONTH: 1. HOURS PER MONTH DURING TRADING HOURS: 1. 3) BEN HORN POSITION: Agent NATURE: I intend to conduct nonvariable insurance and nonvariable annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/28/2012 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: I intend to conduct nonvariable insurance and nonvariable annuity sales 4) BEN HORN, MODERN WEALTH PARTNERS POSITION: Successor Trustee NATURE: I am named the successor trustee of my parents, William and Pamela, living trust. They are also my clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2024 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: I am named the successor trustee of my parents, William and Pamela, living trust. They are also my clients. 5) BISYS INSURANCE SERVICES POSITION: Agent NATURE: They broker many life insurance companies to come up with the most competetitive rates for life insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2009 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Sell Life Insurance products. 6) ANTHEM AGENT IN CA TO BE BROKER ON 3 EXISTING MEDICARE SUPPLEMENT PLANS POSITION: Agent NATURE: See above. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/11/2019 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: I will service these Medicare supplemental policies if policyholders have any questions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-24
• S63 Uniform Securities Agent State Law Examination
  2007-08-23

Other Names

• Ben Horn