Gary Alan May

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

• 06/1979 → 01/2025
  Lincoln Financial Advisors Corporation
  Indianapolis, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Evansville, IN

Previous Registrations

• 2000-10-03 → 2025-01-24
  Osaic Fa, Inc.
  Evansville, IN
  Evansville, IN

Other Businesses

1)GARY MAY 3499 W 800 STREET FORT BRANCH IN 47648 CATEGORY: INSTRUCTOR, COACH OR OFFICIAL INVESTMENT-RELATED: NO TITLE: COACH DUTIES: COACH VARSITY SOFTBALL AT THE HIGH SCHOOL LEVEL. START DATE: HOURS PER MONTH: HOURS PER MONTH DURING TRADING HOURS: 2) GARY A. MAY 101 PLAZA EAST BOULEVARD, SUITE 116 EVANSVILLE, IN 47715 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS, INCLUDING ACCIDENT, HEALTH, DISABILITY, FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 06/01/1979 HOURS PER MONTH: 40. HOURS PER MONTH DURING TRADING HOURS: 40.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-24
• S63 Uniform Securities Agent State Law Examination
  1994-04-08