Michael Lawrence Perlman

Current Employers

Employment History

• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL
• 03/1999 → 01/2025
  Lincoln Financial Advisors Corporation
  Libertyville, IL
• 07/1981 → Present
  Silver, Lerner, Schwartz & Fenter
  Skokie, IL

Previous Registrations

• 2000-01-20 → 2025-01-24
  Osaic Fa, Inc.
  Skokie, IL
  Chicago, IL
  Skokie, IL
  Skokie, IL
  Rosemont, IL
  Rosemont, IL
  Libertyville, IL

Other Businesses

1) INSURANCE POSITION: Agent NATURE: Fixed Life Insurance, DI, LTC, and Fixed Annuities sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 725 Kenwood Avenue, Libertyville IL 60048, United States DESCRIPTION: Sales and service of DI, Fixed Annuities and Traditional Life Insurance 2)MICHAEL PERLMAN DBA FOODIECPA 725 KENWOOD AVE LIBERTYVILLE, IL 60048 CATEGORY: CONSULTANT INVESTMENT RELATED: NO TITLE: OWNER DUTIES: FINANCIAL CONSULTANT TO THE RESTAURANT INDUSTRY. ALTHOUGH I AM A CPA, DO NOT PROVIDE INCLUDE TAX PREPARATION AND THIRD PARTY FINANCIAL REPORTING. RATHER I PROVIDE A VARIETY OF SERVICES INCLUDING PROCESS REVIEW AND IMPROVEMENT, BUSINESS PLANNING, FORECASTS AND PROJECTIONS, BREAK EVEN ANALYSIS, FINANCIAL ANALYSIS, SUCCESSION PLANNING, FINANCIAL REPORTING REVIEW AND IMPROVEMENT, BENCHMARKING, DUE DILIGENCE, AMONG OTHERS. START DATE: 11/1/2019 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 30 3) STEFANI GROUP - 1033 W. VAN BUREN, SUITE 500, CHICAGO, IL 60607 CATEGORY: RETAIL, SERVICE INDUSTRY OR SALARIED EMPLOYEE INVESTMENT RELATED: NO TITLE: DIRECTOR OF FINANCE DUTIES: OVERSEE THE ACCOUNTING DEPARTMENT, FINANCIAL REPORTING, PROCESS IMPROVEMENT START DATE: 7/1/2020 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80

Exams

• S66 Uniform Combined State Law Examination
  1998-10-20