David Lawrence Rychlick

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

• 08/2016 → 01/2025
  Lincoln Financial Advisors
  Plymouth, MI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Plymouth, MI

Previous Registrations

• 2016-08-24 → 2025-01-24
  Osaic Fa, Inc.
  Plymouth, MI
  Southfield, MI
• 2015-06-02 → 2016-08-30
  Msi Financial Services, Inc.
  Southfield, MI
  Southfield, MI
  Southfield, MI

Other Businesses

1. GARDEN CITY HERITAGE FOUNDATION POSITION: Board Member NATURE: help determine recipients of grant money for non - profit organizations in michigan INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2019 ADDRESS: 43311 Joy Road, Ste 405, Canton MI 48187, United States DESCRIPTION: help in determining who receives money in the form of a grant to help non profit groups 2. OWN RENTAL PROPERTY POSITION: Owner NATURE: rental property as an investment and current income INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2017 ADDRESS: 1233 Long Lake Court, Brighton MI 48114, United States DESCRIPTION: find renter, upkeep of rental, do finances of owning with a loan 3. DAVID RYCHLICK-FIXED ANNUITIES POSITION: Agent NATURE: selling fixed annuities when appropriate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/14/2019 ADDRESS: 819 North Mill Street, Plymouth, Mi, Garden City MI 48135, United States DESCRIPTION: sell fixed annuities 4. Run Kitchen for Needy POSITION: Manager NATURE: with my spouse i run a kitchen for the needy at my church that is served every Monday of the week. I am involved with every aspect it. I do not get paid and use money donated to the cause to purchase food and any other item needed to facilitate this we do on average 50-70 meals served INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 4 START DATE: 04/04/2022 DESCRIPTION: with my spouse i run a kitchen for the needy at my church that is served every Monday of the week. I am involved with every aspect it. I do not get paid and use money donated to the cause to purchase food and any other item needed to facilitate this we do on average 50-70 meals served

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-12
• S63 Uniform Securities Agent State Law Examination
  1992-11-19

Other Names

• Dave Rychlick
• David Lawrence Rychlick
• David Rychlick