Kenneth Edward Hart

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
  North Palm Beach, FL
• 06/1998 → Present
  Lincoln National Life Insurance Company
  West Bloomfield, MI
• 01/2025 → Present
  Osaic Wealth, Inc.
  North Palm Beach, FL

Previous Registrations

• 2006-01-26 → 2025-01-24
  Osaic Fa, Inc.
  Southfield, MI
  Southfield, MI
  Southfield, MI
  Southfield, MI
  North Palm Beach, FL
  West Bloomfield, MI

Other Businesses

1) KENNETH HART 100 LAKE SHORE DRIVE, #1952 NORTH PALM BEACH, FL 33408 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SELL INSURANCE PRODUCTS START DATE: 03/02/1982 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-14
• S63 Uniform Securities Agent State Law Examination
  1981-08-17

Designations

• Chartered Financial Consultant