David Daniel West

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

• 05/2013 → 01/2025
  Lincoln Financial Advisors
  Madison, WI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Madison, WI

Previous Registrations

• 2013-07-08 → 2025-01-24
  Osaic Fa, Inc.
  Madison, WI

Other Businesses

1. TIMOTHY J. MCILWAIN POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2013 ADDRESS: 406 Science Dr., Ste 310, Madison WI 53711, United States DESCRIPTION: Assist Osaic Advisor Tim McIlwain, Assist with meeting prep, Assist with client questions and provide education to 401(k) plan participants

Exams

• S66 Uniform Combined State Law Examination
  2013-06-25