Lincoln Aaron Boyle

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
IN	RA	APPROVED	2018-10-16
FL	RA	APPROVED	2016-10-06
MI	RA	APPROVED	2014-03-21
OH	RA	APPROVED	2013-07-08

IN RA
APPROVED

Since 2018-10-16
FL RA
APPROVED

Since 2016-10-06
MI RA
APPROVED

Since 2014-03-21
OH RA
APPROVED

Since 2013-07-08

Branch Locations

Perrysburg, OH • United States

655 Beaver Creek Circle, Maumee, OH 43537 • 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
Royal Allaince	Toledo	OH	07/2013	08/2023
Osaic Wealth	Toledo	OH	08/2023	Present

07/2013 → 08/2023

Royal Allaince

Toledo, OH
08/2023 → Present

Osaic Wealth

Toledo, OH

Previous Registrations

2013-06-04 → 2013-07-10

Walnut Street Securities, Inc.

Toledo, OH

Other Businesses

1. LINCOLN BOYLE, INSURANCE POSITION: Career Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2014 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: Sell Life Insurance products 2. SAVAGE AND ASSOCIATES POSITION: Financial Advisor NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/01/2007 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: Oversee client investments, make recommendations, manage portfolio as part of my primary function as an FP. 3. SAVAGE AND ASSOCIATES- AGENCY POSITION: Insurance Agent NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2007 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: Sell and service insurance products.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-10

S66 Uniform Combined State Law Examination

2014-03-10

Other Names

Lincoln Boyle

View on SEC IAPD