Richard Anthony Scheele

Current Employers

Employment History

• 11/2012 → 10/2016
  Lincoln Financial Advisors
  Chicago, IL
• 10/2016 → 01/2025
  Lincoln Financial Advisors Corporation
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2018-01-23 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL

Other Businesses

1) THE NEXT LEVEL PLANNING GROUP, LLC POSITION: Employee, Manager, Partner - General NATURE: The LLC provides investment/securities advice to clients of Adam Stock (rep code 538419) INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2018 ADDRESS: 800 S Daybreak Dr., Appleton IL 54915, United States DESCRIPTION: As a partner in the LLC, I participate in the high-level, strategic decision-making of the firm. I also function as an employee and manager within the firm in an operational (non-selling) role. 2) JOHNSTON PTO POSITION: Treasurer NATURE: The organization is a Parent/Teacher Organization that has incorporated as a nonprofit corporation with the state of Wisconsin and is in the process of applying for 501(c)3 status. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 2725 E Forest St., Appleton WI 54915, United States DESCRIPTION: Preparing the annual budget for membership approval. Ensuring expenditures align with the approved budget. Reporting on finances at least quarterly at our meetings. 2/24/26 Update: will not have check-writing privileges or be on the checking account

Exams

• S66 Uniform Combined State Law Examination
  2017-12-29