Heather Pollack
Investment adviser representative at Osaic Advisory Services, LLC
24 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Osaic Advisory Services, LLCFeb 2026 to now
- Beacon Financial Group, Inc.Nov 2021 to now
- Lincoln Financial Advisors Corp.Jul 2002 to Feb 2022
- Lincoln National Life Ins CoJul 2002 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (OH).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2307380
- Firm CRD
- 171070