Lucas John Wienk

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

• 06/2019 → 06/2021
  Royal Alliance
  Sioux Falls, SD
• 10/2017 → 09/2021
  Augustana University
  Sioux Falls, SD
• 11/2013 → 08/2018
  Subway
  Sioux Falls, SD
• 06/2021 → Present
  Osaic Wealth, Inc.
  Sioux Falls, SD

Other Businesses

1. WIENK FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/12/2019 ADDRESS: 6810 S Lyncrest Ave, Suite 202, Sioux Falls SD 57108, United States DESCRIPTION: Assist adviser with day to day activities such as help prepare for her reviews, answer the phone, follow-ups, uploading documents, scanning documents, updating website, look for emails/sites to send to clients in MyCMO, and sit in on client appointments with the adviser. Also currently Life and Health Insurance licensed with the state of South Dakota.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-25

Designations

• Certified Financial Planner