Cindy Dawn Hanke

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

• 10/2010 → 06/2019
  Nationwide Investment Services Corporation
  Columbus, OH
• 06/2019 → 01/2025
  Lincoln Financial Advisors
  Yorktown, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Yorktown, VA

Previous Registrations

• 2019-06-24 → 2025-01-24
  Osaic Fa, Inc.
  Yorktown, VA
  Yorktown, VA
  Richmond, VA
  Annapolis, MD
  Ellicott City, MD
• 2010-11-02 → 2019-06-18
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2009-04-14 → 2010-10-04
  Truist Investment Services, Inc.
  Newport News, VA

Exams

• S66 Uniform Combined State Law Examination
  2009-04-13

Other Names

• Cindy Dawn Nutt
• Cindy Dawn Pherson
• Cindy D. Hanke