Renee Lynn Berreth

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

• 09/2014 → 02/2025
  Lincoln Financial Advisors Corporation
  Philadelphia, PA
• 10/2020 → 02/2025
  Lincoln Financial Securities Corporation
  Philadelphia, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2014-09-19 → 2025-01-24
  Osaic Fa, Inc.
  Nashville, TN
  Radnor, PA
  Fort Wayne, IN
• 2011-09-02 → 2014-09-02
  Commonwealth Financial Network
  Brentwood, TN
  Brentwood, TN
• 2011-02-28 → 2011-09-06
  Wells Fargo Clearing Services, Llc
  Brentwood, TN
• 2009-11-03 → 2011-03-15
  Ubs Financial Services Inc.
  Franklin, TN
  Nashville, TN

Other Businesses

1) RENEE L. BERRETH REVOCABLE LIVING TRUST 303 NEEDHAM BLVD. ROCKVALE, TN 37153 CATEGORY: FARM AND/OR RANCHING INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OVERALL HERD MANAGEMENT, BUY/SELL CATTLE, LAND RENTAL AND NEGOTIATIONS. START DATE: 01/01/1993 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 2) RENEE BERRETH TRUST 303 NEEDHAM BLVD. ROCKVALE, TN 37153 CATEGORY: REAL ESTATE MANAGEMENT / RENTALS INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: RENTING LAND FROM OTHERS AND/OR RENTING LAND TO OTHERS. START DATE: 01/01/1993 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2009-11-02