Chad Edward Bentley

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

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Lexington, KY
• 05/2007 → Present
  Lincoln Financial
  Lexington, KY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Lexington, KY

Previous Registrations

• 2003-08-07 → 2025-01-24
  Osaic Fs, Inc.
  Lexington, KY
  Lexington, KY
  Lexington, KY

Other Businesses

1) KENTUCKY INSURANCE GROUP 1792 ALYSHEBA WAY, STE 300 LEXINGTON, KY 40509 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, P&C INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 06/12 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) BENTLEY FARM LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2025 ADDRESS: 1308 Wakehurst Ct, Lexington KY 40509, United States DESCRIPTION: Own Farm

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-27

Other Names

• Chad E Bentley