Ian David Weisser

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

• 04/2010 → 04/2017
  Hornor Townsend & Kent Inc
  Horsham, PA
• 04/2010 → 04/2017
  Penn Mutual Life Insurance Co
  Horsham, PA
• 04/2017 → 01/2025
  Lincoln Financial Advisors
  Plymouth Meeting, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Essex, MD

Previous Registrations

• 2017-04-03 → 2025-01-24
  Osaic Fa, Inc.
  Essex, MD
  Blue Bell, PA
  Essex, MD
• 2010-04-01 → 2017-04-06
  Hornor, Townsend & Kent, Llc
  Towson, MD
  Easton, MD
• 2008-01-01 → 2010-04-14
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
  Baltimore, MD
• 2002-07-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Baltimore, MD
  Baltimore, MD
  St. Louis, MO

Other Businesses

1. IAN DAVID WEISSER /WEISSER FINANCIAL INC. 1612 SANDY HOLLOW CIRCLE, ESSEX, MD 21221 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT / OWNER DUTIES: OFFERING FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE START DATE: APRIL 3 2017 HOURS PER MONTH: 240 HOURS PER MONTH DURING TRADING HOURS: 35

Exams

• S66 Uniform Combined State Law Examination
  2002-06-28
• S63 Uniform Securities Agent State Law Examination
  1999-09-14

Other Names

• Ian David Weisser
• Ian Weisser