David Edwin Werner

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

• 11/2006 → 01/2025
  Lincoln Financial Advisors
  Cleveland, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2006-11-27 → 2025-01-24
  Osaic Fa, Inc.
  Solon, OH
  Orange Village, OH
• 2002-10-02 → 2006-12-05
  Ubs Financial Services Inc.
  Cleveland, OH
  Cleveland, OH

Other Businesses

1. LFA/ DAVID E. WERNER POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITY TRADING HOURS: 6 START DATE: 12/01/2006 ADDRESS:100 PARK AVENUE SUITE 425, ORANGE VILLAGE, OH 44122 DESCRIPTION: Sale of insurance products 2. DAVID WERNER POA FOR DEBORAH WERNER (SISTER) POSITION: POA NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITY TRADING HOURS: 0 START DATE: 10/07/2010 ADDRESS:100 PARK AVENUE SUITE 425, ORANGE VILLAGE, OH 44122 DESCRIPTION: David Werner POA for Deborah Werner (sister 3. SUCCESSOR TRUSTEE OF DEBBORAH WERNER TRUST POSITION: Successor Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITY TRADING HOURS: 0 START DATE: 10/07/2010 ADDRESS:100 PARK AVENUE SUITE 425, ORANGE VILLAGE, OH 44122 DESCRIPTION: Successor Trustee of Deborah Werner Trust (sister) 4. OHIO CHAPTER OF REEL RECOVERY POSITION: Committee Member NATURE: Non- Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITY TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS:100 PARK AVENUE SUITE 425, ORANGE VILLAGE, OH 44122 DESCRIPTION: As a volunteer I help plan, promote and at the events teach/guide as a fishing "Buddy" the participants (men with various stages of cancer) 5. CATHEDRAL OF ST. JOHN THE EVANGELIST PARISH COUNCIL POSITION: Committee Member NATURE: Parish Council INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITY TRADING HOURS: 0 START DATE: 11/10/2017 ADDRESS:100 PARK AVENUE SUITE 425, ORANGE VILLAGE, OH 44122 DESCRIPTION: Cathedral of St. John the Evangelist Parish Council, Committee Member, help the committee and Pastor develop and plan the current and future activities of the parish. Improve membership, plan activities, assist in events as needed. No finance or investment activities.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-21

Other Names

• David E Werner