Marc E Neumann

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Collingswood, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Margate, NJ

Previous Registrations

• 2004-04-22 → 2025-01-24
  Osaic Fa, Inc.
  Cherry Hill, NJ
  Cherry Hill, NJ
  Margate, NJ
  Cherry Hill, NJ
  Collingswood, NJ

Other Businesses

1) MARC NEUMANN / CROWN REAL ESTATE LLC 100 SPRINGDALE ROAD, A3, #278 CHERRY HILL, NJ 08003. CATEGORY: REAL ESTATE RENTAL. INVESTMENT-RELATED: YES. TITLE: OWNER. DUTIES: RENTAL PROPERTIES. START DATE: 01/01/2003. HOURS PER MONTH: 20. HOURS PER MONTH DURING TRADING HOURS: 0. 2) MARC NEUMANN 900 HADDON AVENUE, SUITE 432 COLLINGSWOOD, NJ 08108 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: BROKER DUTIES: OFFERING DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 1/1/2005 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 FORM BR UPDATE: YES 3) INTEGRITY 5 LLC, INVESTMENT RELATED, CO-OWNER, ENTITY INTO WHICH COMMISSIONS ARE DEPOSITED FOR THE PAYMENT OF VERIABLE AND REASONABLE OVERHEAD AND BUSINESS EXPENSES, START 01/01/2010, 160HPM/DTH. 4) INTEGRITY 5 LLC 401K AND PROFIT SHARING PLAN 900 HADDON AVENUE, SUITE 432 COLLINGSWOOD, NJ 08108 CATEGORY: TRUSTEE. INVESTMENT-RELATED: YES. TITLE: TRUSTEE. DUTIES: TRUSTEE OF 401K AND PROFIT SHARING PLAN INTEGRITY 5 LLC AND 50% CO-OWNER WITH PARTNER. START DATE: 01/01/2010. HOURS PER MONTH: 160. HOURS PER MONTH DURING TRADING HOURS: 160 5) Marc Neumann 900 HADDON AVENUE, SUITE 432 COLLINGSWOOD, NJ 08108 Category: Notary Public Investment Related: N Title: Notary Duties: Notarize Start Date: 01/24/2017 Hours per Month: 1 Hours per Month during trading hours: 1 6) 128 LOMBARD STREET LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: 128 Lombard Street, Philadelphia PA PA 19106, United States DESCRIPTION: Manage rental property 7) 1720 LIVE OAK PARK LLC POSITION: owner NATURE: Rental Real Estate It's a LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2025 ADDRESS: 118 Spruce Street, Philadelphia PA 19106, United States DESCRIPTION: Manage rental property 8)MARC NEUMANN AS TRUSTEE FOR BYRNE FAMILY TRUST POSITION: Trustee NATURE: Marc Neuman will be trustee for Advisor Mike Byrne family trust. Joe, Per our conversation, Have Marc : 1) submit an OBA reflecting his trustee for a non-family member (Mike's daughter Kelsey) activity. As we discussed, Lincoln allows RRs to act as trustee ONLY for immediate family members. As we discussed, if Mike B were the trustee for his daughter, then there would no exception to policy. Mike would just need to submit an OBA reflecting such. However, since you indicated such is not feasible, have Marc : 2) include a copy of the trust doc along with OBA submission showing the trust powers granted him as trustee, 3) include an explanation statement on why Mike B has chosen Marc (a non family member and also a RR of LFA) to act as trustee, and 4) an explanation statement from Mike B and /or Marc Newman on why Lincoln should grant the exception to policy. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/23/2015 ADDRESS: 900 Haddon Avenue, Suite 432, Collingswood NJ 08108, United States DESCRIPTION: Trustee for a non-family member (Michael Byrne's daughter Kelsey) This OBA was previously approved in Nov 2015 as an exception by CCO Caulfield for Marc Neuman to act as trustee for Advisor Mike Byrne family trust.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-17

Designations

Other Names

• Marc Ernest Newmann
• Marc E Newmann