Paul W Vann

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

• 12/2001 → 01/2025
  Lincoln Financial Advisors
  Santa Ana, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2002-01-08 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1) PAUL VANN, FIXED INSURANCE BROKERAGE POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 11/01/2001 ADDRESS: 18400 Von karman Ave., Suite 400, Irvine CA 92612, United States DESCRIPTION: Sell insurance products 2) PAUL VANN/SAGEMARK CONSULTING 18400 VON KARMAN AVE. SUITE 400 IRVINE, CA CATEGORY: LIFE SETTLEMENTS INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER LIFE SETTLEMENTS VIA LIFEROC CAPITAL START DATE: 1/2022 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 3) PAUL VANN 18400 VON KARMANN AVE SUITE 400 IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED LIFE INSURANCE SETTLEMENTS START DATE: 01/2023 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 4) BOARD MEMBER, WORLD AFFAIRS COUNCIL ORANGE COUNTY POSITION: Board Member, Treasurer NATURE: "A nonprofit and nonpartisan national organization affiliate with the World Affairs Council of America. Its mission is to educate and inform its members and community citizens on important and critical issues concerning world affairs. WACOC approaches these multifaceted issues by presenting excellent and renowned speakers, including experienced diplomats and ambassadors, former heads of state, foreign ministers, high-level government officials, prominent journalists and writers, and top military and intelligence officials." INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2021 ADDRESS: 2151 Michelson Dr, Ste 264, Irvine CA 92612, United States DESCRIPTION: Treasurer at the Board. Provide financial reports at the board meeting when asked. The financial reports are prepared by staff. 5) PAUL VANN POSITION: Board Member NATURE: School INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 12/04/2017 ADDRESS: 2625 N Tustin Ave., Tustin CA 92705, United States DESCRIPTION: My experience and expertise gained from having created another Jewish Day School would be great asset to the Irvine Hebrew Day School (IHDS). IHDS holds board meetings every other month. My expectation is that I will be providing advice on how to grow the school. 6) PAUL VANN, R&D TAX CREDITS POSITION: Salesperson/Advisor? NATURE: Sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/22/2025 ADDRESS: 18400 Von karman Ave., Suite 400, Irvine CA 92612, United States DESCRIPTION: Not started. Would like to be able to assist my clients obtain R&D tax credits. Question 13: compensation is based on the amount of tax credits the client receives.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-31