Efren Alvaro Infante

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

• 01/2025 → Present
  Osaic Wealth, Inc.
  Malvern, PA
• 07/2014 → 01/2025
  Lincoln Financial Advisors Corporation
  Malvern, PA

Previous Registrations

• 2014-07-22 → 2025-01-24
  Osaic Fa, Inc.
  Blue Bell, PA
  Malvern, PA
  Malvern, PA
• 2009-04-08 → 2014-07-24
  Hornor, Townsend & Kent, Llc
  Exton, PA
  Malvern, PA
• 2006-07-17 → 2009-02-24
  Charles Schwab & Co., Inc.
  Wayne, PA
• 2002-03-11 → 2006-07-11
  Strategic Advisers Llc
  Dallas, TX

Other Businesses

1. ADVANCED COLLEGE PLANNING SOLUTIONS LLC, 8 BELL CIRCLE, MALVERN, PA 19355 CATEGORY: ENTITIY/LLC INVESTMENT RELATED: NO TITLE: SOLE PROPRIETOR DUTIES: MARKETING DIFFERENTIATOR OFFERING EDUCATIONAL SERVICES START DATE: 10/19/2012 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS: 10 2. EFREN INFANTE DBA THE NORTHWESTERN GROUP, 8 BELL CIRCLE, MALVERN, PA 19355 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 07/21/2020 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160

Exams

• S66 Uniform Combined State Law Examination
  2002-02-19
• S63 Uniform Securities Agent State Law Examination
  1998-11-24

Other Names

• Efren Alvaro Infante