Osaic FA with Sagemark Consulting

Lincoln Financial Advisors is now Osaic FA

We're thrilled to announce that Lincoln Financial Advisors/Sagemark Consulting is now Osaic FA. Your relationship with your financial professional remains unchanged and their dedication to helping you reach your financial goals is unwavering. Osaic’s mission is to empower your financial professional with the tools and resources to serve you.

As of May 6, 2024, Osaic FA, Inc. and Osaic FS, Inc. ("Osaic FA" and "Osaic FS" and formerly known as Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp.) are no longer affiliates of Lincoln National Corporation. The information and/or disclosures that are provided on this site and/or that are accessible via link(s) on this site are not related to any product or service offering of any affiliate of Lincoln National Corporation but rather relate to Osaic FA and/or Osaic FS. Lincoln National Corporation and its affiliates make no representation or warranty as to the content, accuracy or completeness of any information or disclosures that are provided on this site and/or that are accessible via link(s) on this site. Any questions regarding the information and/or disclosures that are provided on this site and/or that are accessible via link(s) on this site should be directed to Osaic FA and/or Osaic FS.

Osaic FA is an independent broker-dealer with a national network of financial professionals, including our Sagemark Consulting™ division.

Our financial professionals are committed to long-term client relationships, have access to a diverse array of products and offer specialized support. They also provide integrated, personalized solutions and fee-based financial planning to help individuals and business owners develop estate, business succession, retirement and financial plans.

Clients Wealthscape Investor^SM View the positions, balances, account statements and tax documents from your PC or mobile device for your brokerage and managed accounts. Learn more about Wealthscape Investor^SM and eDelivery OmniSource^TM Access consolidated statements and performance reporting 24/7 for a comprehensive view of your finances.	FINANCIAL PROFESSIONALS AdviceNext Gateway^® Explore a suite of more than 40 web-based applications and sites that increase your productivity with single sign-on, session keep-alive and password-keeper features. Lincoln Solutions Center Access product information and other details to manage your Lincoln Life and Annuities Business, including Commissions, Life, Annuity and Retirement Book of Business, Pending Status and Assets Under Management (AUM).

Clients

Wealthscape Investor^SM
View the positions, balances, account statements and tax documents from your PC or mobile device for your brokerage and managed accounts. Learn more about Wealthscape Investor^SM and eDelivery
OmniSource^TM
Access consolidated statements and performance reporting 24/7 for a comprehensive view of your finances.

FINANCIAL PROFESSIONALS

AdviceNext Gateway^®
Explore a suite of more than 40 web-based applications and sites that increase your productivity with single sign-on, session keep-alive and password-keeper features.
Lincoln Solutions Center
Access product information and other details to manage your Lincoln Life and Annuities Business, including Commissions, Life, Annuity and Retirement Book of Business, Pending Status and Assets Under Management (AUM).

Form CRS

Succinct information about the relationships and services we offer to retail investors, fees and costs retail investors will pay, specified conflicts of interest and standards of conduct, our and our financial professionals’ disciplinary history, and other important matters can be found in our
Form CRS – Customer Relationship Summary

Securities and investment advisory services are offered through Osaic FA, Inc., broker-dealer, registered investment adviser, and member of FINRA and SIPC. Additionally, investment advisory services may be offered through Sagemark Consulting, a marketing name for Osaic FA, Inc. Osaic FA, Inc. is separately owned and other entities and/or marketing names, products, or services referenced here are independent.

1301 South Harrison Street, Fort Wayne, IN., 46802, tel: 800-237-3813

Not all financial professionals with our firm are able to offer advisory services.

See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.

Wealthscape Investor^SM is a service mark of FMR LLC.

Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit Fidelity.com.

Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Osaic FA. Fidelity is a service provider to Osaic FA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial professional and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 908746.2.0

Osaic FA and its affiliates do not provide tax, legal or accounting advice. Consult your tax professional for any tax, accounting or legal issues.

CRN-6659595-053024

OSAIC/FA				ADDITIONAL SUPPORT
Mailing Address: Osaic/FA 1301 S. Harrison Street / Suite 150 Fort Wayne, IN 46802				Questions about specific account issues: Brokerage Account Services/General Information
Investment Services and Trade Phone: 800-237-3813 Monday - Friday 8:30 a.m.-7:00 p.m. ET				Questions about accessing and ssing Wealthscape Investor^SM: Wealthscape Investor
				Questions about account aggregation: Aggregation Services Phone: 484-583-6893 Osaic.com/fa