Joseph Thomas Gaeckle

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

• 03/2013 → 02/2025
  Lincoln Financial Advisors
  Philadelphia, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2013-03-21 → 2025-01-24
  Osaic Fa, Inc.
  Berwyn, PA
  Cherry Hill, NJ
  Paramus, NJ
  Radnor, PA
  Fort Wayne, IN
• 2009-02-04 → 2013-03-05
  Waddell & Reed
  Independence, MO
  Charleroi, PA

Other Businesses

1.) Joseph Gaeckle, 100 S. Princeton Ave, Ventnor, NJ Category: Real Estate Rental and Management Investment-Related: Yes Title: Owner Duties: Collect rent and manage rental property Start Date: 4/2021 Hours per month: 4 Hours per month during trading hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-02
• S63 Uniform Securities Agent State Law Examination
  2005-12-22

Other Names

• Joseph T G
• Joseph T Gaeckle
• Joe Gaeckle