Allison Dawn Morrison

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

• 08/2007 → 01/2025
  Lincoln Financial Advisors
  Evansville, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Evansville, IN

Previous Registrations

• 2012-12-06 → 2025-01-24
  Osaic Fa, Inc.
  Evansville, IN

Other Businesses

1) ALLIE MORRISON, 101 PLAZA EAST BLVD, STE. 116 EVANSVILLE, IN 47715 Category: INSURANCE Investment Related: YES Title: AGENT Duties: SELL AND SERVICE FIXED INSURANCE PRODUCTS INCLUDING ACCIDENT AND HEALTH, DISABILITY, FIXED AND INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE. Start Date: 11/19/2012 Hours per Month: 120 Hours per Month during trading hours: 120 2) MAY FINANCIAL SERVICES LLC 101 PLAZA E BLVD., STE. 116 EVANSVILLE, IN 47715 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH BUSINESS EXPENSES ARE MANAGED. START DATE: 1/1/2024 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 3) ALLIE MORRISON POSITION: Owner NATURE: We are hiring a nanny, so a tax id is being applied for, as she will be a household employee. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2026 ADDRESS: 2444 W 1300 S, Haubstadt IN 47639, United States DESCRIPTION: Running payroll for the nanny and letting her know when she is needed for child's care and household duties.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-09

Other Names

• Allison Dawn May
• Allison Dawn May