Roger Lee Strunk

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

• 01/2014 → 01/2025
  Lincoln Financial Advisors
  Cincinnati, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH

Previous Registrations

• 2014-01-22 → 2025-01-24
  Osaic Fa, Inc.
  Cincinnati, OH
• 2012-02-02 → 2013-12-23
  Msi Financial Services, Inc.
  Cincinnati, OH
• 2010-04-01 → 2011-09-20
  Private Client Services, Llc
  Cincinnati, OH
  Cincinnati, OH
  Louisville, KY

Other Businesses

1. PILLAR INSURANCE AGENCY POSITION: Agent NATURE: Insurance Agency - Medicare & ACA Health Care INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 2 START DATE: 08/09/2014 ADDRESS: 431 Ohio Pike, Ste302-N, Cincinnati OH 45255, United States DESCRIPTION: I call clients and review their plans during AEP. I work a lot of Saturdays and Sundays and evenings during AEP to accomplish the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-21
• S63 Uniform Securities Agent State Law Examination
  2010-04-15