Howard Lorne Mcewen

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

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Cincinnati, OH
• 11/2018 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Cincinnati, OH
  Cincinnati, OH
• 2000-08-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Cincinnati, OH
  St. Petersburg, FL
  St. Petersburg, FL
  Cincinnati, OH

Other Businesses

1.MAKRIS FINANCIAL GROUP, INC. 5580 GLENWAY CINCINNATI OH. OSJ BRANCH MGR & REG REP. SALES, CLIENT SERVICE, OPERATIONAL DUTIES. 10/1999. APPROX 60 HRS/MTH. INVEST-RELATED 2.AUTHOR, SELF-EMPLOYED. BELLEVUE KY. PROMOTE BOOK FOR SALES. 1/2002. NOT INVEST-RELATED. APPROX 10 HRS/MTH 3. FIXED INSURANCE AGENT POSITION: Agent. NATURE: Fixed insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 ADDRESS: 5580 Glenway, Cincinnati OH 45238, United States DESCRIPTION: Sell and service term insurance. 4. FREELANCE WRITER POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2003 ADDRESS: 131 Anspaugh, Bellevue KY 41073, United States DESCRIPTION: Writer. No longer actively doing this but sometimes receive royalties for past work. 5. SIGNATURE COMMUNICATIONS POSITION: Owner. NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2003 ADDRESS: 131 Anspaugh, Bellevue KY 41073, United States DESCRIPTION: Very little now but I do receive some residual income from past work. 6. ESTATE PLANNING COUNCIL OF NORTHERN KENTUCKY POSITION: Vice President NATURE: The council is organized as a 501(c)(6) professional association. These councils admit professionals from diverse disciplines (e.g., attorneys, CPAs, financial planners, insurance agents) and host events like seminars, luncheons, and roundtables to foster collaboration and education. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/22/2025 ADDRESS: 10619 Pepperwood Drive, Independence KY 41051, United States DESCRIPTION: I help getting a speaker every other month. 7.QUEEN CITY POLLINATOR PROJECT POSITION: Board Member NATURE: We protect and support pollinators through education and action for the improved health of the entire community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 1008 Marshall Ave, Cincinnati OH 45225, United States DESCRIPTION: I help take care of the beehives.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-01-03

Designations

• Chartered Financial Analyst

Other Names

• Chuck Mcewen