Peter Kinsman Morris

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

• 02/1978 → 01/2025
  Lincoln Financial Advisors Corporation
  Fort Wayne, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Mateo, CA

Previous Registrations

• 1999-10-15 → 2025-01-24
  Osaic Fa, Inc.
  San Mateo, CA
  San Mateo, CA

Other Businesses

1) OSAIC WEALTH POSITION: Advisor NATURE: Fixed annuities through Osaic and or Crump. All business run through Osaic Wealth broker dealer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2005 ADDRESS: 1820 Gateway Drive, Suite 350, San Mateo CA 94404, United States DESCRIPTION: offer fixed annuity products through Osaic Wealth and Crump where appropriate to new and existing clients. 2) PETER MORRIS POSITION: Owner NATURE: personal rental investment property. No investment or securities involved in any way. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1986 ADDRESS: 1015 Lakeview Way, Suite 350, Emerald Hills CA 94062, United States DESCRIPTION: involved in renting and maintaining the property

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-02-27
• S65 Uniform Investment Adviser Law Examination
  1999-08-31