Roger Michael Ryndak

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

• 03/1971 → 01/2025
  Lincoln Financial Advisors Corporation
  Downers Grove, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Downers Grove, IL

Previous Registrations

• 1998-06-19 → 2025-01-24
  Osaic Fa, Inc.
  Downers Grove, IL
  Downers Grove, IL

Other Businesses

1) INSURANCE, INVESTMENT RELATED, AGENT, OFFERING ACCIDENT AND HEALTH, DISABILITY, FIXED ANNUITY, EQUITY INDEXED ANNUITY AND TRADITIONAL INSURANCE PRODUCTS, START 6/1/1970, 15HPM, 0HDTH. 2) ROGER RYNDAK POSITION: owner NATURE: Sole Proprietor Sale of various insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1970 ADDRESS: 640 Millbrook Drive, Suite 1A, Downers Grove IL 60516, United States DESCRIPTION: continue to market various insurance products as indicated above to my clientele.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-09
• S63 Uniform Securities Agent State Law Examination
  1991-11-21