Lincoln Financial Network
Lincoln Financial Network's Overview
Osaic is a prominent wealth management services firm in the United States, formed from the rebranding of Advisor Group. It is dedicated to supporting the needs of independent financial advisors by providing a comprehensive suite of resources, technology, and personalized support. Osaic's network comprises multiple broker-dealers and registered investment advisers, fostering a community where advisors can thrive and offer top-tier financial guidance to their clients. The firm emphasizes a flexible, advisor-centric approach, aiming to deliver innovative solutions and drive growth in the evolving financial landscape.
Where is Lincoln Financial Network's Headquarters?
HQ Function
Serves as the central operational and strategic command center for Osaic, housing executive leadership, corporate functions, technology development, and advisor support services.
Notable Features:
Modern office facilities designed to foster collaboration, innovation, and provide a productive environment for employees supporting a vast network of financial advisors.
Work Culture:
The work culture at Osaic's headquarters is characterized by a focus on advisor advocacy, technological advancement, and collaborative problem-solving. It aims to be dynamic and responsive to the needs of its financial professionals.
HQ Significance:
The Phoenix headquarters is significant as it centralizes the leadership and core operations for one of the largest networks of independent financial advisors in the U.S., driving the firm's national strategy.
Values Reflected in HQ: The headquarters likely reflects Osaic's core values such as advisor-centricity, integrity, innovation in wealth management, and a commitment to excellence in service.
Location:
Osaic primarily operates and focuses its services within the United States. It supports a vast network of independent financial advisors across the country, providing them with tools, resources, and platforms to serve their clients. While its operational footprint is domestic, the investment products and strategies available through its advisors may offer clients access to global markets.
Street Address:
20 E Thomas Rd, Suite 2000
City:
Phoenix
State/Province:
AZ
Country:
USA
Lincoln Financial Network's Global Presence
Atlanta, Georgia, USA
Address: 1230 Peachtree Street NE, Suite 1900, Atlanta, GA 30309
Key support center for financial advisors located in the Eastern and Southeastern United States, enhancing service delivery capabilities and operational efficiency for that region.
Schaumburg, Illinois, USA
Address: 1000 N. Wood Dale Road, Suite 200, Wood Dale, IL 60191
Provides essential support and operational services for financial advisors in the Midwest, contributing to the firm's national support network.
Buying Intent Signals for Lincoln Financial Network
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Executive Team of Lincoln Financial Network
As of April 2025, Lincoln Financial Network' leadership includes:
Investors of Lincoln Financial Network
Lincoln Financial Network has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
In the past 12 months, Osaic has actively strengthened its executive leadership team with strategic new hires, particularly in areas of growth, business development, and cybersecurity, following its rebranding in June 2023. No major executive departures have been publicly announced.
New Appointments:
Technology (Tech Stack) used by Lincoln Financial Network
Discover the tools Lincoln Financial Network uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Lincoln Financial Network Email Formats and Examples
Osaic primarily utilizes a standard corporate email format which commonly involves the employee's first name and last name. Understanding this format can be helpful for professional communication.
Osaic commonly uses the [first].[last]@osaic.com email format.
Format
jane.doe@osaic.com
Example
85%
Success rate
News and media
PR Newswire • April 23, 2024
Osaic Welcomes Seasoned CISO Jeff Octeau to Executive Leadership Team
Osaic announced the appointment of Jeff Octeau as Executive Vice President, Chief Information Security Officer (CISO). Octeau will be responsible for Osaic's comprehensive information security program....more
Business Wire • February 13, 2024
Osaic Names Tim Hodge Executive Vice President and Chief Growth Officer
Osaic appointed Tim Hodge as EVP and Chief Growth Officer. Hodge will focus on driving organic growth, supporting advisors in expanding their practices, and leading strategic growth initiatives....more
InvestmentNews • June 7, 2023
Advisor Group unifies brands under new name: Osaic
Advisor Group, one of the largest networks of independent broker-dealers, announced its rebranding to Osaic. This move aims to unify its various firms under a single brand and enhance its value proposition for financial advisors....more
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