Darrin Joseph Shallcross

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

• 03/2005 → 01/2025
  Lincoln Financial Advisors Corporation
  Glen Ellyn, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Glen Ellyn, IL

Previous Registrations

• 2005-03-17 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL
  Glen Ellyn, IL
  Mishawaka, IN
  Mishawaka, IN
  Chicago, IL

Other Businesses

1. 568 PENNSYLVANIA AVE LLC POSITION: Owner NATURE: Property Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITY TRADING HOURS: 0 START DATE: 1/1/2013 ADDRESS: 568 Pennsylvania Ave, Glen Ellyn, IL 60137 DESCRIPTION: Property ownership. Location will be used personally for my LFA office, and I will have space to lease to other tenants 2. DARRIN J. SHALLCROSS POSITION: Sole Proprietor NATURE: Sale of approved equity indexed life and annuity products INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITY TRADING HOURS: 0 START DATE: 6/1/2010 ADDRESS: 568 Pennsylvania Ave, Glen Ellyn, IL 60137 DESCRIPTION: Sale of approved equity indexed life and annuity products 3. SHALLCROSS FINANCIAL PLANNING INC POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITY TRADING HOURS: 0 START DATE: 1/1/2014 ADDRESS: 568 Pennsylvania Ave, Glen Ellyn, IL 60137 DESCRIPTION: Pay the business expenses and payroll.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-16