Best Investors Account Sign in

Darrin Ray Mcaninch

Osaic Wealth, Inc.

Cincinnati, OH

CRD 2292581

Claim This Profile
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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-24
  • OH RA
    APPROVED
    Since 2025-01-24

Branch Locations

2044 Montgomery Road Suite 165, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Cincinnati OH 09/1992 01/2025
Osaic Wealth, Inc. Cincinnati OH 01/2025 Present
  • 09/1992 → 01/2025
    Lincoln Financial Advisors Corporation
    Cincinnati, OH
  • 01/2025 → Present
    Cincinnati, OH
Previous Registrations
  • 2000-01-01 → 2025-01-24
    Osaic Fa, Inc.
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

1) DARRIN R MCANINCH POSITION: Owner NATURE: I own a property that my son rents from me. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 5428 Whetsel, Cincinnati OH 45227, United States DESCRIPTION: Own property, organize maintenance of property, collect rent. 2) MCANINCH FINANCIAL SERVICES, LLC POSITION: Owner NATURE: To transfer income to the LLC to pay for business expenses also for income tax planning. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2016 ADDRESS: 8044 Montgomery Road, Suite 165, Cincinnati OH 45236, United States DESCRIPTION: Conducted as a business entity to pay business expenses and for tax purposes. 3) COUNTRY CLUB SECTION HOA POSITION: Board Member NATURE: Homeowners Association. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 7716 Oyster Bay Drive, CIncinnati OH 45244, United States DESCRIPTION: Serve as Board Member of my neighborhood HOA. Assisting in selecting service providers such as landscape, yard maintenance, snow removal and addressing resident issues. 4) DARRIN R. MCANINCH, CFP POSITION: Owner NATURE: The sale of fixed permanent life insurance, term life insurance, health insurance and annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 09/01/1992 ADDRESS: 8044 Montgomery Road, Suite 165, Cincinnati OH 45236, United States DESCRIPTION: Recommend products listed above to clients as appropriate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-07
S63 Uniform Securities Agent State Law Examination 1993-07-19
  • S65 Uniform Investment Adviser Law Examination
    1999-12-07
  • S63 Uniform Securities Agent State Law Examination
    1993-07-19
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Cincinnati, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor