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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-24 |
Branch Locations
2044 Montgomery Road Suite 165, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Cincinnati | OH | 09/1992 | 01/2025 |
| Osaic Wealth, Inc. | Cincinnati | OH | 01/2025 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-19 |
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