Karen Lynn Flannery

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 → 04/2024
  Lincoln Financial Advisors
  Spring Lake Heights, NJ
• 04/2024 → 12/2024
  Lpl
  Red Bank, NJ
• 12/2024 → Present
  Osaic Wealth, Inc
  Long Branch, NJ

Previous Registrations

• 2024-04-23 → 2024-12-17
  Lpl Financial Llc
  Long Branch, NJ
  San Diego, CA
  Lincroft, NJ
  Red Bank, NJ
• 2010-10-15 → 2024-04-22
  Osaic Fa, Inc.
  Spring Lake Heights, NJ
  Iselin, NJ
  Spring Lake Heights, NJ
  Paramus, NJ
  Williamsville, NY
  Paramus, NJ
  Long Branch, NJ
• 2010-01-26 → 2011-01-19
  Planahead Financial Services, Llc
  Brooklyn, NY
  Oakhurst, NJ

Other Businesses

1) 04/2024 - Krietzberg Wealth Management /DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 20 Hrs per month / 20% Time Spent 2) 04/22/2024 - Inv Related - Long Branch, NJ - Act in a Fiduciary Capacity - TRUSTEE FOR SPECIAL NEEDS TRUST - Started: 5/1/2017 - 140 Hrs/Mo; 0 Hr During Trading. 3) FLANNERY & ASSOCIATES LLC POSITION: CPA NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2010 ADDRESS: 19 Sunset Avenue, Long Branch NJ 07740, United States DESCRIPTION: Accounting and Tax preparation for Businesses and Individuals

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-10-07

Designations

• Certified Financial Planner

Other Names

• Karen Lynn Tobias