Michael Charles Stickney

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

• 05/1983 → 01/2025
  Lincoln Financial Advisors Corporation
  Madison, WI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Madison, WI

Previous Registrations

• 2001-05-10 → 2025-01-24
  Osaic Fa, Inc.
  Madison, WI
  Madison, WI

Other Businesses

1. TIMOTHY J MCILWAIN POSITION: Employee or 1099 contractor NATURE: entity paying compensation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/28/2025 ADDRESS: 406 Science Drive, Suite 310, Madison WI 53711-1068, United States DESCRIPTION: an assistant to Tim McIlwain.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-05-09

Designations

• Chartered Financial Consultant