Richard Bruce Weinerman

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Southfield, MI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Southfield, MI

Previous Registrations

• 2010-10-06 → 2025-01-24
  Osaic Fa, Inc.
  Southfield, MI
  Southfield, MI

Other Businesses

1) RICHARD B WEINERMAN 2000 TOWN CENTER, SUITE 1625 SOUTHFIELD, MI 48075 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED, DISABILITY, LIFE SETTLEMENTS AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 03/2000 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0. 2) IMPACT FINANCIAL PLANNING POSITION: Partnership Manager NATURE: Partnership, LLC (Impact Financial Planning, LLC) INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 2000 Town Center, Suite 1625, Southfield MI 48075, United States DESCRIPTION: Business activities for running our practice include financial planning, investment advisory, insurance analysis, teammanagement, recordkeeping and document storage, prospecting, and marketing. 3) RICHARD B. WEINERMAN - IMPACT FINANCIAL PLANNING POSITION: Sales Person NATURE: Selling products outside of Osaic: fixed products, variable products, disability insurance, life insurance, long term care,annuities, life settlements.Crump/BSMG/Lincoln life. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 03/01/2000 ADDRESS: 2000 Town Center, Suite 1625, Southfield MI 48075, United States DESCRIPTION: Selling products outside of Osaic: fixed products, variable products, disability insurance, life insurance, long term care, annuities, life settlements.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-07
• S63 Uniform Securities Agent State Law Examination
  1980-01-14

Other Names

• Richard B Weinerman