Shena Quen Bartlett

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

• 05/2016 → 01/2025
  Lincoln Financial Advisors Corporation
  Vancouver, WA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vancouver, WA

Previous Registrations

• 2016-05-20 → 2025-01-24
  Osaic Fa, Inc.
  Vancouver, WA
  Paramus, NJ
• 2007-01-19 → 2016-05-23
  Edward Jones
  St. Louis, MO
  Washougal, WA
  Vancouver, WA

Other Businesses

1) Shena Frentsos/Wealth by Design PNW LLC 1498 SE Tech Center Place, Suite 320 Vancouver, WA Category: Insurance/LLC Investment-Related: Yes Title: Owner Duties: Offer Health, Disability, Long-Term Care and traditional Life Insurance; Commission-Based and Service Fee-Based Group Benefits; Fixed Annuities; and Health Savings Accounts Start Date: 04/2019 Hours per month: 180 Hours per month during trading hours: 8 2) SHENA FRENTSOS/WEALTH BY DESIGN PNW 1498 SE TECH CENTER PLACE, SUITE 320 VANCOUVER, WA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER, GENERAL PARTNER, PRESIDENT DUTIES: OFFER HEALTH, DISABILITY, LONG TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE; COMMISSION-BASED GROUP BENEFITS, SERVICE-FEE GROUP BENEFITS, HEALTH SAVINGS ACCOUNTS; FIXED AND INDEXED ANNUITIES START DATE: 4/2019 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 120 WEBSITE: WWW.WEALTHBYDESIGNPNW.COM 3)BEECH PORT LLC 351 W DOGWOOD STREET WASHOUGAL WASHINGTON 98671 CATEGORY: ENTITY/REAL ESTATE RENTAL /MANAGEMENT INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: COLLECT RENT START DATE: 07/01/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2007-01-12
• S63 Uniform Securities Agent State Law Examination
  2005-12-29

Other Names

• Shena Dodson
• Shena Quen Dodson
• Shena Quen Frentsos