Collin Vincent Mcaninch

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

• 06/2013 → 05/2017
  Turpin High School
  Cincinnati, OH
• 06/2017 → 08/2017
  Ms. Classics Car Wash
  Covington, KY
• 08/2017 → 04/2022
  University Of Cincinnati
  Cincinnati, OH
• 12/2017 → 01/2025
  Lincoln Financial Advisors
  Cincinnati, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH

Other Businesses

HANDY-GERSIC TRUST AGREEMENT DTD 06/20/2012 POSITION: Trustee NATURE: Trust Agreement INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2026 ADDRESS: 1092 Muirfield Dr, Cincinnati OH 45245, United States DESCRIPTION: I am the trustee of my great aunt and grandmothers trusts and will be responsible for distributing the assets upon their deaths.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-14
• S63 Uniform Securities Agent State Law Examination
  2024-12-20