Alex Harrison Neumann

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

• 07/2017 → 10/2021
  Lincoln Financial Group
  Philadelphia, PA
• 09/2013 → 06/2017
  Student
  New Brunswick, NJ
• 07/2017 → 01/2025
  Lincoln Financial Advisors, Inc
  Collingswood, NJ
• 05/2019 → 10/2021
  Lincoln Financial Securities, Inc
  Philadelphia, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Collingswood, NJ

Other Businesses

LIGHTHOUSE PLANNING CONSULTANTS POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 06/15/2026 ADDRESS: 900 Haddon Avenue, Collingswood, NJ, USA, Suite 432, Collingswood NJ 08108, United States DESCRIPTION: Portfolio management, client reviews, incoming/outgoing client inquiries

Exams

• S66 Uniform Combined State Law Examination
  2025-12-11

Other Names

• Alex Neumann