Nathan Richard Key

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

• 12/2014 → 01/2025
  Lincoln Financial Securities Corporation
  Fort Mitchell, KY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Fort Mitchell, KY

Previous Registrations

• 2014-12-22 → 2025-01-24
  Osaic Fs, Inc.
  Florence, KY
  Lexington, KY
  Florence, KY
  Fort Mitchell, KY
  Fort Mitchell, KY
  Fort Mitchell, KY
• 2013-03-25 → 2014-12-22
  Signator Investors, Inc.
  Florence, KY

Other Businesses

1) KMK FINANCIAL GROUP 211 GRANDVIEW DRIVE, SUITE 240 FORT MITCHELL, KY 41017 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: PRESIDENT/AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, INDEXED ANNUITIES, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE. START DATE: 12/2014 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 20.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-07
• S63 Uniform Securities Agent State Law Examination
  2006-10-19