Heather Mackenzie Searl

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

• 03/2010 → 01/2025
  Lincoln Financial Advisors
  Irvine, CA
• 08/2020 → 01/2025
  Lincoln Financial Advisors
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2021-01-06 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1. OAKWOOD WEALTH PARTNERS ADDRESS: 17400 LAGUNA CANYON RD STE 125 IRVINE CA 92618 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 1/3/23 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 8 UPDATE FORM BR: YES WEBSITE ADDRESS: N/A 2. PRACTICE MANAGER RESPONSIBILITIES POSITION: Practice Manager NATURE: I have a dual role in our Oakwood Wealth Partners practice. I am a Financial Planner, but I also still handle Practice Manager responsibilities, and therefore, I still receive a bi-weekly paycheck from the APG. INVESTMENT RELATED: Yes NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2023 ADDRESS: 17400 LAGUNA CANYON RD STE 125 IRVINE CA 92618 DESCRIPTION: Manage the admin team Run team meetings Participate in planning/organizing team events such as annual retreats, mid-year retreats Manage our Kolbe subscription for the team Assist and manage many things for the team, such as Audits, Redtail outages, etc

Exams

• S66 Uniform Combined State Law Examination
  2020-11-13

Other Names

• Heather Maxwell
• Heather M Searl