Monte Edwin Fitch

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

• 02/1985 → 01/2025
  Lincoln Financial Advisors Corporation
  Santa Ana, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 1997-07-08 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1. MONTE FITCH POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2011 ADDRESS: 18400 Von Karman Avenue, #400, Irvine CA 92612, United States DESCRIPTION: Sale of fixed life and annuities insurance 2. VPAG85, INC. POSITION: Owner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/04/2026 ADDRESS: 18400 Von Karman, #400, Irvine CA 92612, United States DESCRIPTION: Entity established to pay business expenses and for tax purposes.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-18

Designations

• Certified Financial Planner