Rachel Marie Bernard

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

• 03/1996 → 01/2025
  Lincoln Financial Advisors Corporation
  Randolph, NJ
• 09/2001 → 01/2025
  Lincoln Financial Advisors Corp.
  Denville, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Denville, NJ

Previous Registrations

• 2021-01-20 → 2025-01-24
  Osaic Fa, Inc.
  West Randolph, NJ
  Denville, NJ
  Randolph, NJ

Other Businesses

1) RACHEL BERNARD - REAL ESTATE POSITION: Owner NATURE: Rental Condo INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2007 ADDRESS: Philadelphia PA 12345, United States DESCRIPTION: Owner/Landlord 2) RACHEL BERNARD-INSURANCE AGENT POSITION: Agent NATURE: Sales and service of Life insurance and Disability INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1997 ADDRESS: 3175 Route 10, Suite 803, Denville NJ 07834, United States DESCRIPTION: Sales and service of Life insurance and Disability 3) RMB FINANCIAL PLANNING POSITION: Owner NATURE: Formed an LLC under the name RMB Financial Planning for my business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/19/2022 ADDRESS: 3175 State Route 10, Suite 803, Denville NJ 07834, United States DESCRIPTION: Consult with clients for their finances. 4) THE LIFT COLLABORATIVE POSITION: Committee Member NATURE: non profit that my church has established to help with churches mission work. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: 493 US Rt 46, Hackettstown NJ 07840, United States DESCRIPTION: help organize and give suggestions for mission work through our church

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-18
• S63 Uniform Securities Agent State Law Examination
  2012-02-24

Other Names

• Rachel M Geueke
• Rachel Marie Geueke