Michelle Ann Metzger

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

• 01/1999 → 01/2025
  Lincoln Financial Advisors Corporation
  Cincinnati, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH

Previous Registrations

• 2000-11-09 → 2025-01-24
  Osaic Fa, Inc.
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1) SAGE WEALTH MANAGEMENT, LLC 8044 MONTGOMERY ROAD, STE. 530 CINCINNATI, OH 45236 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH BUSINESS EXPENSES ARE MANAGED. START DATE: 07/01/2020 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 2) MICHELLE METZGER 8044 MONTGOMERY ROAD, STE. 530 CINCINNATI, OH 45236 CATEGORY: FIXED INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES, DISABILITY, AND TRADITIONAL LIFE INSURANCE. START DATE: 03/20/2009 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-14

Designations

• Certified Financial Planner

Other Names

• Shelly Metzger
• Michelle Ann Cragwall