Louis Jordan Moore

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
  Cincinnati, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH

Previous Registrations

• 2000-01-01 → 2025-01-24
  Osaic Fa, Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1) LOUIS J. MOORE 8044 MONTGOMERY ROAD SUITE 450 CINCINNATI, OH 45236 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS INCLUDING FIXED ANNUITIES, PREMIUM FINANCING, DISABILITY AND TRADITIONAL LIFE INSURANCE START DATE: 01/01/2009 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 2) LOUIS J. MOORE 8044 MONTGOMERY ROAD, SUITE 450 CINCINNATI, OH 45236 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS EQUITY-INDEXED ANNUITIES. START DATE: 05/04/2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 3) WEALTHSTRONG FINANCIAL LLC 8044 MONTGOMERY ROAD, SUITE 450 CINCINNATI, OH 45236 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LLC THROUGH WHICH FIXED INSURANCE PRODUCTS WILL BE MARKETED AND SOLD. PRODUCTS INCLUDE DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 11/07/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-06-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant