Karen Lynn Derose

Current Employers

Employment History

• 01/1996 → 01/2025
  Lincoln Financial Advisors Corporation
  Rosemont, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Middletown, NJ

Previous Registrations

• 1998-08-17 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL
  Chicago, IL
  Middletown, NJ
  Brandon, MS
  Summerville, SC
  Longboat Key, FL
  Tuckahoe, NY

Other Businesses

1. DEROSE FPG, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/24/2021 ADDRESS: 4995 Gulf of Mexico Drive, Unit 502, Longboat Key FL 34228, United States DESCRIPTION: DBA name for securities, advisory and insurance business. This is strictly being used for accounting/expense purposes in running our financial planning practice. 2. KAREN DEROSE, INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1996 ADDRESS: 8755 W. Higgins Road, #200, Chicago IL 60631, United States DESCRIPTION: Sell life, health and disability insurance to clients. 3. RONALD P. SEMPETREAN IRREVOCABLE INSURANCE TRUST POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2003 ADDRESS: 4995 Golf of Bay Mexico Drive, Unit 502, Longboat FL 34228, United States DESCRIPTION: I am the trustee of my father's ILIT. Ronald P. Sempetrean Irrevocable Insurance Trust

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-15
• S63 Uniform Securities Agent State Law Examination
  1996-01-15