Lamonica Tipton

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

• 01/2010 → 04/2018
  Charles Schwab & Co.,Inc
  Indianapolis, IN
• 07/2018 → 10/2018
  Edward Jones
  Saint Louis, MO
• 01/2018 → 11/2025
  Edward Jones
  St. Louis, MO
• 11/2018 → 12/2018
  Integrity Staffing
  Whitestown, IN
• 01/2019 → 01/2019
  Fed Ex
  Zionsville, IN
• 12/2025 → Present
  Osaic Wealth, Inc.
  Indianapolis, IN

Previous Registrations

• 2019-01-22 → 2025-11-06
  Edward Jones
  Indianapolis, IN
  St Louis, MO
  Indianapolis, IN
  Indianapolis, IN
  Fishers, IN

Other Businesses

1. PERSONAL TRAINING POSITION: Owner NATURE: Personal Training INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/21/2025 ADDRESS: 7412 Harbour Isle Indianapolis, IN 46240, Suite 620, Indianapolis IN 46240, United States DESCRIPTION: Personal training 2. THE SPECTRUM FINANCIAL GROUP INC. POSITION: Agent NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 35 START DATE: 01/01/2026 ADDRESS: 9000 Keystone Crossing, Suite 620, Indianapolis IN 46240, United States DESCRIPTION: I sell life insurance, annuities, health and long-term care

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-15
• S63 Uniform Securities Agent State Law Examination
  2014-02-17

Other Names

• Lamonica Lynn Tipton
• Monica Tipton