Ashley Nicole Bennett

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

• 03/2014 → 01/2017
  Western Pa Financial Center
  Indiana, PA
• 05/2016 → 01/2017
  Ameritas Investment Corp
  Lincoln, NE
• 09/2016 → 01/2017
  Bon-Ton
  Indiana, PA
• 01/2017 → 01/2025
  Lincoln Financial Advisors Corporation
  Canonsburg, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Canonsburg, PA

Previous Registrations

• 2017-03-04 → 2025-01-24
  Osaic Fa, Inc.
  Canonsburg, PA

Other Businesses

1) ASHLEY N BENNETT 370 SOUTHPOINTE BOULEVARD, SUITE 200 CANONSBURG PA 15317 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: N TITLE: NOTARY DUTIES: NOTARIZE START DATE: 10/25/2018 HOURS PER MONTH: 1. HOURS PER MONTH DURING TRADING HOURS: 1.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-18
• S63 Uniform Securities Agent State Law Examination
  2016-06-25