Megan Helen Wolfe

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

• 01/2020 → 07/2022
  Hccsc
  Huntington, IN
• 04/2021 → 07/2022
  Bcs Management
  Roanoke, IN
• 10/2012 → 12/2019
  Fritcha Mechanical Llc
  Roanoke, IN
• 08/2022 → 08/2024
  Lpl Financialllc
  Huntington, IN
• 03/2023 → 08/2024
  Private Advisor Group, Llc
  Morristown, NJ
• 08/2024 → Present
  Osaic Wealth Inc
  Huntington, IN

Previous Registrations

• 2023-03-27 → 2024-08-05
  Private Advisor Group, Llc
  Huntington, IN
  Morristown, NJ

Other Businesses

1)09/01/2022 - Kimmel Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 05/31/2023 - Kimmel Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 08/08/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 05/31/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/08/2023 - 160 Hours Per Month/ 160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) NOTARY POSITION: Notary NATURE: Notarize documents for clients when needed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2024 ADDRESS: 1863 E 900 N, Huntington IN 46750, United States DESCRIPTION: Notarize Documents 5) EXECUTOR OF ESTATE POSITION: Executor NATURE: I am the executor of the Estate for my aunt and uncle if anything would happen to them. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2020 ADDRESS: 584 NANCYK XING, ROANOKE IN 46783-9191, United States DESCRIPTION: None at the moment

Exams

• S66 Uniform Combined State Law Examination
  2023-03-10

Other Names

• Megan Helen Behrens