John P. Hoch

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

• 11/2004 → 01/2025
  Lincoln Financial Advisors Corp
  St. Meinrad, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  St. Meinrad, IN

Previous Registrations

• 2005-03-10 → 2025-01-24
  Osaic Fa, Inc.
  Troy, IN
  St. Meinrad, IN

Other Businesses

1) JOHN P. HOCH 400 HILL DR. PO BOX 57 ST. MEINARD IN 47577 CATEGORY: INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: PROVIDE ACCIDENT AND HEALTH, DISABILITY, FIXED ANNUITY AND TRADITIONAL LIFE PRODUCTS. START DATE: 04/01/05 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80 2) JOHN P. HOCH POSITION: Agent NATURE: Life and Health Insurance Sales to include Fixed Annuities and Long-Term Care Insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2005 ADDRESS: 400 Hill Drive, P.O. Box 57, St Meinrad IN 47577, United States DESCRIPTION: Sales

Exams

• S66 Uniform Combined State Law Examination
  2005-03-08

Designations

• Certified Financial Planner