Megan Pumphrey Mills

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

• 07/2011 → 08/2017
  City Of Leander
  Leander, TX
• 08/2017 → 01/2025
  Lincoln Financial Securities Corporation
  Jarrell, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Jarrell, TX

Previous Registrations

• 2017-10-13 → 2025-01-24
  Osaic Fs, Inc.
  Round Rock, TX
  Jarrell, TX

Other Businesses

1) MEGAN MILLS FORWARD FINANCIAL LLC 161 CITATION DRIVE, JARRELL, TX CATEGORY: INSURANCE/LLC INVESTMENT RELATED: YES TITLE: OWNER & AGENT DUTIES: OFFER ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES START DATE: 1/2024 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 2 2) Georgetown Chamber of Commerce Board of Directors POSTION: Board Member NATURE: Board of Directors for Local Chamber of Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 DESCRIPTION: Board Members provide guidance and counsel at the highest level towards achieving our vision of being a Chamber of Excellence committed to economic development, education, healthcare, and public safety. 3) FORWARD FINANCIAL LLC POSITION: Agent, Owner NATURE: Offer Fixed Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/12/2024 ADDRESS: 2951 FM 1460, Suite 1401, Georgetown TX 78626, United States DESCRIPTION: market/offer fixed insurance products

Exams

• S66 Uniform Combined State Law Examination
  2017-09-29

Designations

• Certified Financial Planner

Other Names

• Megan Leigh Pumphrey
• Megan Leigh Pumphrey Mills