Francis H Beam

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

• 05/2001 → 06/2022
  Lincoln Financial Advisors Corp
  Cleveland, OH
• 06/2022 → Present
  Lincoln Financial Corporation
  Orange Village, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2001-05-25 → 2025-01-24
  Osaic Fa, Inc.
  Solon, OH
  Orange Village, OH
  Solon, OH

Other Businesses

1.Francis H. Beam, III - Insurance POSTION:Agent NATURE:Sale of various insurance products including Fixed annuities Long Term Care Disability, Indexed Annuities, Universal Life,Term. INVESTMENT RELATED: YES. NUMBER OF HRS 5 SECURITIES TRADING HRS 5 START DATE 05/01/2001 DESCRIPTION:Facilitate the sale of products to clients 2.VIRGINIA J. BEAM - HEALTH CARE POWER OF ATTORNEY POSITION:Fiduciary NATURE: Make health care decisions as needed for Virginia J. Beam. INVESTMENT RELATED:No NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:04/11/2019 ADDRESS:32585 Timothy Circle, Solon OH 44139, United States DESCRIPTION:Make health care decisions as needed for Virginia J. Beam 3.Virginia J. Beam - Contact with regards to Living Will Declaration POSTION:Fiduciary NATURE: Contact with regards to Living Will Declaration for Virginia J. Beam INVESTMENT RELATED:YES. NUMBER OF HRS 0 SECURITIES TRADING HRS 0 START DATE 04/04/2019 DESCRIPTION:Contact with regards to Living Will Declaration for Virginia J. Beam 4.VIRGINIA J. BEAM - PERSONAL REPRESENTATIVE FOR LAST WILL & TESTAMENT POSITION:Fiduciary NATURE:Personal Representative for Last Will & Testament for Virginia J. Beam. INVESTMENT RELATED:No NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:11/19/2008 ADDRESS:32585 Timothy Circle, Solon OH 44139, United States DESCRIPTION:Personal Representative for the Last Will & Trust for Virginia J. Beam 5.Virginia J. Beam - Durable General Power of Attorney POSTION:Fiduciary NATURE: Personal Representative for Last Will & Testament for Virginia J. Beam INVESTMENT RELATED:NO NUMBER OF HRS 0 SECURITIES TRADING HRS 0 START DATE 11/19/2008 DESCRIPTION:Durable General POA to act as attorney-in-fact regarding financial matters for Virginia J. Beam 6.Patricia H. Beam - Durable Power of Attorney for Health Care POSTION: Fiduciary NATURE: Make health care decisions as needed for Patricia H. Beam INVESTMENT RELATED: NO NUMBER OF HRS 0 SECURITIES TRADING HRS 0 START DATE 5/15/95 DESCRIPTION: Make health care decisions as needed for Patricia H. Beam 7.PATRICIA H. BEAM - DURABLE POWER OF ATTORNEY POSITION:Fiduciary NATURE: Durable Power of Attorney to act as attorney-in-fact regarding financial matters for Patricia H. Beam. INVESTMENT RELATED: Yes NUMBER OF HRS: 0 SECURITIES TRADING HRS:0 START DATE:05/15/1995 ADDRESS:32585 Timothy Circle, Solon OH 44139, United States DESCRIPTION:Durable POA to act as attorney-in-fact for Patricia H. Beam 8.PATRICIA H. BEAM - EXECUTOR OF LAST WILL & TRUST POSITION:Fiduciary NATURE: Executor for Last Will & Trust for Patricia H. Beam. INVESTMENT RELATED:Yes NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:05/15/1995 ADDRESS:32585 Timothy Circle, Solon OH 44139, United States DESCRIPTION:Executor for Last Will & Trust for Patricia H. Beam 9.FRANCIS H. BEAM & PATRICIA H. BEAM - BEAM FAMILY TRUST POSITION:Ttee NATURE: Beam Family Trust for estate planning purposes. INVESTMENT RELATED:No NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:05/15/1995 ADDRESS:32585 Timothy Circle, Solon OH 44139, United States DESCRIPTION:Manage trust assets. Currently, trust is unfunded 10.PATRICIA H. BEAM - DURABLE POAPOWER OF ATTORNEY FOR HEALTH CARE POSITION:Fiduciary NATURE:Make health care decisions as needed for Patricia H. Beam. INVESTMENT RELATED:No NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:05/15/1995 ADDRESS:32585 Timothy Circle, Solon OH 44139, United States DESCRIPTION:Make health care decisions as needed for Patricia H. Beam 11.VIRGINIA J. BEAM - DURABLE GENERAL POWER OF ATTORNEY POSITION:Fiduciary NATURE:Durable General Power of Attorney to act as attorney-in-fact regarding financial matters for Virginia J. Beam. INVESTMENT RELATED:Yes NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:11/19/2008 ADDRESS:100 Park Avenue, Suite 425, Orange Village OH 44122, United States DESCRIPTION: Durable General POA to act as attorney-in-fact regarding financial matters for Virginia J. Beam

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-30
• S63 Uniform Securities Agent State Law Examination
  1993-12-17

Designations

• Certified Financial Planner

Other Names

• Francis H Beam