Steve M Koziol

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

• 04/2012 → 01/2025
  Lincoln Financial Advisors
  Ellicott City, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Suffolk, VA

Previous Registrations

• 2012-04-30 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL
  Virginia Beach, VA
  Suffolk, VA
  Ellicott City, MD
• 2011-06-22 → 2012-04-24
  Signator Investors, Inc.
  Rosemont, IL
• 2010-04-27 → 2011-04-28
  Msi Financial Services, Inc.
  Oak Brook, IL
• 2007-09-17 → 2010-03-19
  Rwi Wealth Management, Llc
  Gurnee, IL

Exams

• S66 Uniform Combined State Law Examination
  2007-09-15
• S63 Uniform Securities Agent State Law Examination
  2005-03-17