Insights

Growth Through Acquisition Osaic Wealth's recent merger and acquisition activities, including acquiring Securities America and Alerus Financial, indicate a focus on expanding their service offerings and market footprint. This presents opportunities to offer advanced technology solutions and scalable platforms to support their growth strategy.

Leadership Expansion The appointment of seasoned leaders like Shannon Reid as President and Head of Advisor Growth suggests a strategic priority on advisor engagement and development, making them receptive to tools and services that enhance recruitment, training, and retention.

Technology Adoption With a tech stack that includes Alteryx, Power BI, and other analytics and management tools, Osaic Wealth is committed to leveraging technology for efficiency. Selling complementary analytics, automation, or integration solutions could further streamline their operations.

Market Positioning Operating in a competitive landscape alongside firms like Raymond James and Northwestern Mutual with substantial revenues and employee bases, they may be interested in innovative financial products, customer engagement platforms, or compliance solutions to strengthen their market position.

Focus on Client Support Osaic Wealth emphasizes a culture of collaboration and high-quality client service. Developing or offering client experience enhancements, such as AI-driven engagement tools or customized advice platforms, could align well with their strategic initiatives.

Lincoln Financial Advisors Tech Stack

Lincoln Financial Advisors uses 8 technology products and services including Alteryx, Adobe, Power BI, and more. Explore Lincoln Financial Advisors's tech stack below.

  • Alteryx
    Advanced Analytics And Data Science
  • Adobe
    Audio, Video, Graphics
  • Power BI
    Business Intelligence
  • Apptio
    Business Process Management
  • Wdesk
    Corporate Performance Management
  • Albridge
    Data Management
  • Microsoft Excel
    Editors
  • Microsoft Word
    Office Suites

Media & News

Lincoln Financial Advisors's Email Address Formats

Lincoln Financial Advisors uses at least 2 format(s):
Lincoln Financial Advisors Email FormatsExamplePercentage
First.Last@statefinancialnetwork.comJohn.Doe@statefinancialnetwork.com
96%
FLast@statefinancialnetwork.comJDoe@statefinancialnetwork.com
4%
First.Last@osaic.comJohn.Doe@osaic.com
80%
FLast@osaic.comJDoe@osaic.com
19%
Fir.Last@osaic.comJoh.Doe@osaic.com
1%

Frequently Asked Questions

What is Lincoln Financial Advisors's phone number?

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You can contact Lincoln Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lincoln Financial Advisors's official website and social media links?

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Lincoln Financial Advisors's official website is osaic.com and has social profiles on LinkedIn.

What is Lincoln Financial Advisors's SIC code NAICS code?

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Lincoln Financial Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Lincoln Financial Advisors have currently?

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As of December 2025, Lincoln Financial Advisors has approximately 1K employees across 2 continents, including North AmericaEurope. Key team members include President: S. J.Founder And Ceo | The Mcilroy Financial Group: C. M.Investment Advisor Representative, Mba, Cfpâ , Clu, Chfc, Crpc: J. S. D.. Explore Lincoln Financial Advisors's employee directory with LeadIQ.

What industry does Lincoln Financial Advisors belong to?

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Lincoln Financial Advisors operates in the Financial Services industry.

What technology does Lincoln Financial Advisors use?

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Lincoln Financial Advisors's tech stack includes AlteryxAdobePower BIApptioWdeskAlbridgeMicrosoft ExcelMicrosoft Word.

What is Lincoln Financial Advisors's email format?

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Lincoln Financial Advisors's email format typically follows the pattern of First.Last@statefinancialnetwork.com. Find more Lincoln Financial Advisors email formats with LeadIQ.

Lincoln Financial Advisors

Financial ServicesPennsylvania, United States1001-5000 Employees

Lincoln Financial Network (LFN) is a community of independent financial professionals who believe that by being part of something bigger, we can have a greater, collective impact on each other, clients, and the industry. 

The Network Effect grows by fostering a culture that empowers financial professionals to serve clients the way they think is best. Every great idea creates a ripple through our network to help improve the lives of others. 

Supported by our integrated AdviceNext® technology, you have an array of affiliation and compensation options for your practice — with support from LFN on estate planning strategies, retirement income distribution, generational wealth, business owner planning, and investment management programs. 

Our culture of collaboration is built around the dedication you put into caring for your clients. And you’re backed by the strength of Lincoln Financial — with well over a century of protecting millions of Americans. 

Let’s shape the future together. Visit www.JoinLFN.com or call 866-536-6630 to learn more. 


Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

CRN-5596870-032923

Section iconCompany Overview

Phone number
Website
osaic.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconFunding & Financials

  • $500M$1B

    Lincoln Financial Advisors's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Lincoln Financial Advisors's revenue is estimated to be in the range of $500M$1B

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