Stephen Conrad Lerner

Current Employers

Employment History

• 08/2016 → 01/2025
  Lincoln Financial Advisors Corporation
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2017-05-16 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL

Other Businesses

1) THE NEXT LEVEL PLANNING GROUP 8755 W HIGGINS RD., SUITE 200, CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: EMPLOYEE/AGENT DUTIES: SALE AND SERVICE OF FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE START DATE: 8/1/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) THE NEXT LEVEL PLANNING GROUP POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/11/2016 ADDRESS: 8755 W. Higgins Rd., Suite 200, Chicago IL 60631, United States DESCRIPTION: Assistant to registered rep Adam Stock - Gather and organize client financial data (income, expenses, assets, liabilities, etc.) - Prepare financial plans and reports - Conduct research on investment, insurance, and planning options - Support senior planners in high net worth client relationships - Help maintain client records and ensure compliance documentation is complete - Monitor client accounts are accuracy and assist with service requests - Stay up to date with financial planning tools, software, and industry happenings - Provide excellent client service and timely communication - Attend networking events and prospect for new clients

Exams

• S66 Uniform Combined State Law Examination
  2017-05-03