Ninamaria Danielle Florczyk

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

• 01/2018 → 01/2025
  Lincoln Financial Advisors
  Chicago, IL
• 08/2017 → 12/2017
  Boyer & Sappenfield Investment Advisors
  Arcola, IL
• 08/2014 → 12/2017
  Eastern Illinois University
  Charleston, IL
• 08/2017 → 12/2017
  Stadium Grill
  Mattoon, IL
• 05/2017 → 08/2017
  Stifel Financial
  St. Louis, MO
• 08/2016 → 05/2017
  Stadium Grill
  Mattoon, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2019-01-09 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL

Other Businesses

1. DEROSE FPG LLC POSITION: Financial Planner NATURE: LLC taxed as Sole Proprietorship (I am not the Owner) INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/02/2023 ADDRESS: 8755 W. Higgins Road, Suite 200, Chicago IL 60631, United States DESCRIPTION: Advice/consultation on financial independence/planning, insurances, investments, estate planning.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-15

Designations

• Certified Financial Planner

Other Names

• Ninamaria Danielle Byrd