Dianna Goodson Parker

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

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  New Braunfels, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  New Braunfels, TX

Previous Registrations

• 1998-06-01 → 2025-01-24
  Osaic Fa, Inc.
  Dallas, TX
  Addison, TX
  Brandon, MS
  Addison, TX
  Addison, TX
  New Braunfels, TX
  Houston, TX
  Brandon, MS

Other Businesses

1. FAB5 CONSULTING POSITION: Owner NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 09/2016 ADDRESS: 1040 Woodbridge Drive , Brandon, MS DESCRIPTION: Provide consulting services to the financial services industry regarding how to build and maintain a successful fee-based financial planning practice 2. TRUSTEE OF THE GOODSON HOMEPLACE TRUST POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2015 ADDRESS: 1040 Woodbridge Drive, Brandon MS 39047, United States DESCRIPTION: Trustee of Goodson Homeplace Family Trust. Manages the caretaking of the property and equipment for the trust. 3. DIANNA PARKER INSURANCE POSITION: Agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2023 ADDRESS: 1040 Woodbridge Dr, Brandon MS 39047, United States DESCRIPTION: Sales and insurance of traditional life insurance including long term care. 4.TRUSTEE OF GOODSON CHILDRENS 2015 TRUST. POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2015 ADDRESS: 1040 Woodbridge Drive, Brandon MS 39047, United States DESCRIPTION: I will manage and oversee the trust assets and make distribution recommendations to the Trust Protector. 5. DIANNA PARKER EXECUTOR POSITION: Other - Co-executor NATURE: Executor of Father's Will INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2013 ADDRESS: 1040 Woodbridge Drive, Brandon MS 39047, United States DESCRIPTION: If my mother is deceased or unable to serve as executor for my father's estate, my sister and I will act as co-executors. We would determine which assets to probate, which will fund the family trust, and which will pass by beneficiary designation. We will transfer those assets accordingly. 6. DIANNA PARKER EXECUTOR POSITION: Other - Co-Executor NATURE: I am named as a successor co-executor for my mother's estate. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2013 ADDRESS: 1040 Woodbridge Drive, Brandon MS 39047, United States DESCRIPTION: If my father is deceased or unable to serve as executor for my mother's estate, my sister and I will act as co-executors. We would determine which assets to probate, which will fund the family trust, and which will pass by beneficiary designation. We will transfer those assets accordingly.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-05-03

Designations

• Certified Financial Planner

Other Names

• Dianna Lynn Goodson