Charles Edward Dekrafft

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

• 05/1993 → 01/2025
  Lincoln Financial Advisors Corporation
  Virginia Beach, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2001-11-09 → 2025-01-24
  Osaic Fa, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Virginia Beach, VA
  Charlotte, NC

Other Businesses

1)CHARLES E. DE KRAFFT, II, ONE COLUMBUS CENTER SUITE 800 VIRGINIA BEACH, VA 23462 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED AND INDEXED ANNUITIES START DATE: 7/2005 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2)RESOURCE GROUP OF THE CAROLINAS, ONE COLUMBUS CENTER SUITE 800 VIRGINIA BEACH, VA 23462 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, PREMIUM FINANCING SERVICE FEE BASED GROUP BENEFITS AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 04/1990 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 3) CHARLES E. DE KRAFFT, II POSITION: Other (please explain) We use them as a "middle-man" for insurance and annuities processing NATURE: I obtain the clients applications (of various insurance companies) then submit them to Zenith for processing. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/14/2005 ADDRESS: 6000 Fairview Rd, Ste. 1550, Charlotte NC 28210, United States DESCRIPTION: I obtain the clients applications (of various insurance companies) and then submit them for processing through Zenith. 4) RESOURCE RETIREMENT PARTNERS POSITION: Agent NATURE: The solicitation & placement of enterprise and non-enterprise insurance and annuity products. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/1990 ADDRESS: 6000 Fairview Rd., Ste. #1550, Charlotte NC 28210, United States DESCRIPTION: Solicit and place enterprise insurance & annuity products as indicated in #9 above. 5) CHUCK DE KRAFFT POSITION: Agent NATURE: sole INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 04/01/2009 ADDRESS: 6000 Fairview Rd, St. 1550, Charlotte NC 28210, United States DESCRIPTION: Sell Life,LTC ,annuity products

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-30
• S63 Uniform Securities Agent State Law Examination
  1992-09-29

Other Names

• Chuck Dekrafft