Richard Lucas Tesznar

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

• 01/2023 → 06/2024
  Hartmann-Bogan Financial Planning
  Maumee, OH
• 05/2021 → 12/2022
  Sam's Club
  Ypsilanti, MI
• 06/2021 → 12/2022
  Petersmark Financial Network
  Ann Arbor, MI
• 06/2020 → 04/2021
  Doordash
  San Francisco, CA
• 08/2013 → 12/2022
  High School And College
  Ypsilanti, MI
• 01/2019 → 02/2020
  The Dm Burr Group
  Ypsilanti, MI
• 05/2019 → 07/2019
  Jimmy Johns
  Ypsilanti, MI
• 06/2020 → 06/2020
  Jimmy Johns
  Ypsilanti, MI
• 01/2024 → 04/2024
  Sigma Financial Corporation
  Maumee, OH
• 01/2024 → 04/2024
  Sigma Planning Corporation
  Maumee, OH
• 04/2024 → Present
  Osaic Wealth, Inc.
  Maumee, OH
• 06/2024 → Present
  Engler, Garrow & Roth, Ltd
  Maumee, OH

Previous Registrations

• 2024-01-05 → 2024-04-01
  Spc
  Maumee, OH

Other Businesses

1. DOORDASH POSITION: Delivery Driver NATURE: Corporation and independent contract work. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2025 ADDRESS: 303 2nd Street, Suite 800, San Francisco CA 94107, United States DESCRIPTION: Pick up and deliver food to people. 2. ENGLER, GARROW & ROTH, LTD. POSITION: Financial Planner NATURE: This business is organized as an LLC and is a DBA name for marketing purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 144 START DATE: 06/01/2024 ADDRESS: 1645 Indian Wood Circle Suite 102, Maumee OH 43537, United States DESCRIPTION: Financial advising/planning, investment management 3. ENGLER , GARROW & ROTH, LTD. POSITION: Financial Planner NATURE: This business is organized as an LLC and is a DBA name for marketing purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 144 START DATE: 06/01/2024 ADDRESS: 1645 Indian Wood Circle Suite 102, Maumee OH 43537, United States DESCRIPTION: Insurance sales including life, disability, LTC, and annuities.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-28