Jerry Richard Michaels

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

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 1999-11-22 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1) INSURANCE - INVESTMENT-RELATED - AGENT- OFFERING ACCIDENT AND HEALTH, DISABILITY, FIXED ANNUITY, LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE PRODUCTS-1/1/09 TO PRESENT-3 TRD HR/MO. 2) JERRY MICHAELS 1313 N RITCHIE CT CHICAGO, IL 60610 CATEGORY: RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: I LEASE A CONDO UNIT TO A TENANT IN THE BUILDING I LIVE IN START DATE: 1/1/2012 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) JERRY MICHAELS POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 8755 W. Higgins Road, Suite 200, Chicago IL 60631, United States DESCRIPTION: Sell Life Insurance, Fixed Annuities, and Life Settlements. 4) RENTAL PROPERTY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 1313 N. Ritchie Ct, Unit 2606, Chicago IL 60610, United States DESCRIPTION: Own rental property of condo. Collect rent on a monthly basis.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-15
• S63 Uniform Securities Agent State Law Examination
  1991-11-26