Craig Charles Bartlett

Current Employers

Employment History

• 08/1995 → 01/2025
  Lincoln Financial Advisors Corporation
  Paramus, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Paramus, NJ

Previous Registrations

• 2004-04-12 → 2025-01-24
  Osaic Fa, Inc.
  Rochelle Park, NJ
  Paramus, NJ

Other Businesses

1) CRAIG BARTLETT 61 S PARAMUS RD, STE 425 PARAMUS, NJ 07652 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH, DISABILITY INCOME & TRADITIONAL INSURANCE, FIXED/INDEXED ANNUITIE START DATE: 01/01/2009 HRS PER MONTH: 5 HRS DURING TRADING HOURS: 5 2) WEALTH BY DESIGN, LLC POSITION: Manager, Owner NATURE: Control certain cash flow and expenses of planning practice. Use to consolidate and coordinate ownership of other business interests INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITIES TRADING HRS: 1 START DATE: 01/01/2009 ADDRESS: 61 S Paramus Rd, Ste 425, Paramus NJ 07652 DESCRIPTION: Run certain joint expenses through for ease of mgmt., control and accountability. Own and manage other business interests 3) CANYONSIDE PROPERTIES, LLC POSITION: Owner NATURE: Invest in raw land to either sell or develop. INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 12/19/2005 ADDRESS: 181 Washington Valley Rd, Morristown NJ 07960 DESCRIPTION: Purchased raw land for sale or development 4) CRAIG BARTLETT, AUTHOR POSITION: Author NATURE: Authored 1 chapter in 11 chapter book along with other advisors at Lincoln Financial Advisors. My chapter is on Generational Wealth Planning. Purpose of book is educational. INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 09/15/2019 ADDRESS: 61 S. Paramus Road, Ste 425, Paramus NJ 07652 DESCRIPTION: Authored chapter in book on Generational Wealth Planning 5) OPULENCE STRATEGIES, LLC POSITION: Owner NATURE: LLC was formed to participate in passive investments in private companies, owned 50% by me and 50% with my brother Dennis Bartlett. Formed some time ago, disclosed and used, then dormant for years. We are now planning new investment. INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 06/10/2021 ADDRESS: 95 Logan Ln, Wyckoff NJ 07481 DESCRIPTION: Passively invest in private business. 6) ACCESS BENEFIT CONSULTING, LLC POSITION: Manager, Owner NATURE: Offering group medical coverage & ancillary group insurance coverages to business owner clients. INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITIES TRADING HRS: 2 START DATE: 08/01/2008 ADDRESS: 61 S Paramus Road, Ste 425, Paramus NJ 07652 DESCRIPTION: Offering group medical coverage and ancillary group insurance coverages to business owner clients 7) BEECH PORT, LLC POSITION: Owner NATURE: Commercial rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 181 Washington Valley Road, Morristown NJ 07960, United States DESCRIPTION: The rental property is a triple net lease, so I have minimal daily involvement other than collecting rent and adjusting the rate annually. Lease term is locked in for 4 years, then renegotiate the lease terms.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-19

Designations