Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-24
IL RA APPROVED 2025-01-24
  • FL RA
    APPROVED
    Since 2025-01-24
  • IL RA
    APPROVED
    Since 2025-01-24

Branch Locations

Winter Haven, FL • United States

8755 West Higgins Road Suite 200, Chicago, IL 60631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Chicago IL 07/2016 01/2025
Osaic Wealth, Inc. Beverly Hills FL 01/2025 Present
  • 07/2016 → 01/2025
    Lincoln Financial Advisors Corporation
    Chicago, IL
  • 01/2025 → Present
    Beverly Hills, FL
Previous Registrations
  • 2016-11-11 → 2025-01-24
    Osaic Fa, Inc.
    Chicago, IL
    Madison, WI
    Beverly Hills, FL
Other Businesses

1) CASSANDRA ADESINA THE NEXT LEVEL PLANNING GROUP 6821 BOBOLINK ROAD RACINE, WI 53402 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/EMPLOYEE DUTIES: PROVIDE FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE TO CLIENTS. START DATE: 02/15/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-28
  • S66 Uniform Combined State Law Examination
    2016-09-28
Other Names
  • Cassandra Rene Bjorkman

View on SEC IAPD

More in Winter Haven, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor