Carianne Elizabeth Straus

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

• 04/2006 → 01/2025
  Lincoln Financial Advisors
  Cincinnati, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH

Previous Registrations

• 2006-04-05 → 2025-01-24
  Osaic Fa, Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1) CARIANNE STRAUS POSITION: Self NATURE: selling insurance products to meet the needs of clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2022 ADDRESS: 8044 Montgomery Rd, Suite 530, Cincinnati OH 42536, United States DESCRIPTION: sell different types of insurance products to meet clients financial planning needs needs 2) CARIANNE E STRAUS POA FOR EMILY CURRY POSITION: Self NATURE: To serve with the power of Attorney given to me by my sister, Emily Curry, On her investment accounts at Lincoln when she is not able to do so. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2012 ADDRESS: 7732 Arcadia Blvd, Alexandria KY 41001, United States DESCRIPTION: To serve with the power of Attorney given to me by my sister, Emily Curry, On her investment accounts at Fidelity when she is not able to do so. 3) CARIANNE E STRAUS POA FOR THOMAS CURRY POSITION: Self NATURE: Serving as Attorney-in-Fact on financial accounts for my Father, Thomas Curry INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2012 ADDRESS: 7732 Arcadia Blvd, Alexandria KY 41001, United States DESCRIPTION: Act with power of attorney on the accounts of my Father, Thomas Curry

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-13
• S63 Uniform Securities Agent State Law Examination
  2005-09-16

Other Names

• Carianne Elizabeth Curry
• Carianne Elizabeth Curry