Shane Oconnor

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

• 06/2015 → 01/2025
  Lincoln Financial Advisors
  Paramus, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Paramus, NJ

Previous Registrations

• 2015-06-15 → 2025-01-24
  Osaic Fa, Inc.
  Paramus, NJ
  Iselin, NJ
  Paramus, NJ
• 2013-11-04 → 2014-07-31
  Osaic Fa, Inc.
  Iselin, NJ
• 2011-12-19 → 2013-08-07
  Wells Fargo Clearing Services, Llc
  Red Bank, NJ
  Red Bank, NJ

Other Businesses

1) SHANE O'CONNOR 61 SOUTH PARAMUS ROAD SUITE 425 PARAMUS NJ 07652 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED AND INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 01/01/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2) SHANE O'CONNOR POSITION: Agent NATURE: Insurance selling life insurance, fixed and indexed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 61 S. Paramus Rd Suite 425, Paramus NJ 07652, United States DESCRIPTION: offer life insurance, fixed and indexed annuities?

Exams

• S66 Uniform Combined State Law Examination
  2011-12-16

Designations

• Certified Financial Planner