Benjamin Matthew Merrill

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

• 10/2018 → Present
  The Next Level Planning Group
  Chicago, IL
• 04/2008 → 10/2018
  Greenhouse - Western Suburbs, Nfp
  Wheaton, IL
• 01/2019 → 01/2025
  Lincoln Financial Advisors
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2020-01-02 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL

Other Businesses

1) BEN MERRILL DBA MERRILL LEADERSHIP DEVELOPMENT, LLC 1518 CANTIGNY WAY, WHEATON, IL 60189 CATEGORY: INSTRUCTOR/COACH/LLC INVESTMENT RELATED: NO TITLE: CONTRACTOR/OWNER DUTIES: I WILL BE SERVING AS A CONVENE CHAIR TO LEAD A FORUM TEAM IN A MONTHLY MEETING WITH A GROUP OF CHRISTIAN CEOS AND EXECUTIVES, AND GUIDE THEM THROUGH DISCUSSIONS ABOUT BUSINESS CHALLENGES, FAITH AND FAMILY. I WILL ALSO PROVIDE EXECUTIVE COACHING TO MY TEAM MEMBERS. START DATE: 7/1/2023 HOURS PER MONTH: 16 HOURS PER MONTH DURING TRADING HOURS: 8 2) THE NEXT LEVEL PLANNING GROUP POSITION: Director of Operations NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/22/2018 ADDRESS: 8755 W. Higgins Rd Suite 200, CHICAGO IL 60631, United States DESCRIPTION: Assistant to Registered Rep Adam Stock Oversee the business and account operations for The Next Level Planning group, facilitating the running of the business, and implementation of financial plans and maintenance of client accounts.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-23

Designations

• Certified Financial Planner