Gary Kurt Hager

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

• 08/2004 → 09/2017
  Summit Equities, Inc.
  Parsippany, NJ
• 08/2004 → 09/2017
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 09/2017 → 01/2025
  Lincoln Financial Advisors Corporation
  Red Bank, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Red Bank, NJ

Previous Registrations

• 2017-09-28 → 2025-01-24
  Osaic Fa, Inc.
  Iselin, NJ
  Red Bank, NJ
  Naples, FL
  Red Bank, NJ
  Naples, FL
  Naples, FL
  Naples, FL
• 2004-08-31 → 2017-09-29
  Summit Equities, Inc.
  Parsippany, NJ
  Piscataway, NJ
  Parsippany, NJ
  Red Bank, NJ
  Manalapan, NJ
• 2004-08-31 → 2017-09-29
  Summit Financial Resources Inc
  Parsippany, NJ
• 2009-02-26 → 2013-11-04
  Integrated Wealth Management
  Piscataway, NJ
• 2001-03-14 → 2004-08-31
  Osaic Fa, Inc.
  Iselin, NJ

Other Businesses

1. IWMCO (INTEGRATED WEALTH MANAGEMENT CO., LLC.) 125 HALF MILE ROAD, SUITE 125 RED BANK, NJ 07701 CATEGORY: INSURANCE/LLC OWNER INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERING DISABILITY INSURANCE, NON- VARIABLE INSURANCE, NON-VARIABLE ANNUITIES (FIXED ANNUITIES), FIXED INDEXED ANNUITIES, FIXED LIFE SETTLEMENTS, PREMIUM FINANCING. START DATE: 09/29/2017 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15. 2. INTEGRATED WEALTH MANAGEMENT POSITION: Agent NATURE: Conducting insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 09/29/2017 ADDRESS: 999 Vanderbilt Beach Rd, Suite 340, Napleds FL 34104, United States DESCRIPTION: Conduct insurance and annuity sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-11-02

Designations

• Certified Financial Planner

Other Names

• Gary Hager