David Allen Grano

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

• 03/2011 → 01/2025
  Lincoln Financial Advisors
  Orange Village, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2011-03-08 → 2025-01-24
  Osaic Fa, Inc.
  Orange Village, OH
• 2010-05-06 → 2011-02-03
  Lpl Financial Llc
  Pepper Pike, OH
  San Diego, CA

Other Businesses

1.David A. Grano POSTION: AGENT NATURE: To sell fixed life, medical/health, dental, vision, prescription, disability, accident, & critical illness insurance. Also, to sell fixed plans that offer health savings accounts. INVESTMENT RELATED: NO NUMBER OF HOURS 40 SECURITIES TRADING HOURS 40 START DATE 01/24/2005. DESCRIPTION: To sell fixed life, medical/health, dental, vision, prescription, disability, accident, & critical illness insurance. Also, to sell fixed plans that offer health savings accounts. 2.David A. Grano POSTION: TRUSTEE NATURE: To administer trust provisions. INVESTMENT RELATED: YES NUMBER OF HOURS 0 SECURITIES TRADING HOURS 0 START DATE 12/29/2020. DESCRIPTION: Administer trust provisions should my trustee powers become active 3.David A. Grano POSTION: TRUSTEE NATURE: To administer trust provisions. INVESTMENT RELATED: NO NUMBER OF HOURS 40 SECURITIES TRADING HOURS 40 START DATE 05/11/2005. ADDRESS: 100 PARK AVENUE SUITE 425 ORANGE VILLAGE, OH, 44122 DESCRIPTION: Administer trust provisions should my trustee powers become active 4.David A. Grano POSTION: TRUSTEE NATURE: I am the Trustee of an Irrevocable Life Insurance Trust that my parents established. INVESTMENT RELATED: NO NUMBER OF HOURS 0 SECURITIES TRADING HOURS 0 START DATE 10/14/2003. ADDRESS: 100 PARK AVENUE SUITE 425 ORANGE VILLAGE, OH, 44122 DESCRIPTION: Carry out the provisions of the Irrevocable Life Insurance Trust as Trustee. 5.WealthPlan Partners - East LLC POSTION: OWNER NATURE: Set up an LLC for Professional Employer Organization (PEO) payroll. INVESTMENT RELATED: NO NUMBER OF HOURS 1 SECURITIES TRADING HOURS 1 START DATE 10/20/2021. ADDRESS: 100 PARK AVENUE SUITE 425 ORANGE VILLAGE, OH, 44122 DESCRIPTION: Process payroll. 6.Notary Public POSTION: OFFICER NATURE: To act as a public officer used as an impartial witness to the signing of important documents. INVESTMENT RELATED: NO NUMBER OF HOURS 1 SECURITIES TRADING HOURS 1 START DATE 08/27/2021. ADDRESS: 100 PARK AVENUE SUITE 425 ORANGE VILLAGE, OH, 44122 DESCRIPTION: To act as a public officer used as an impartial witness to the signing of important documents. 7.David A. Grano POSTION: TRUSTEE NATURE: My Aunt named me as successor trustee of her trust. She passed away recently, and I am the current trustee. INVESTMENT RELATED: YES NUMBER OF HOURS 1 SECURITIES TRADING HOURS 0 START DATE 12/20/2013. ADDRESS: 100 PARK AVENUE SUITE 425 ORANGE VILLAGE, OH, 44122 DESCRIPTION: I will administer the provisions of the trust.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-04