Emily Faulkner
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
13 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial Advisors CorporationMar 2023 to Jan 2025
- Heritage Wealth Management, LLCApr 2022 to Mar 2023
- Commonwealth Financial Network dba InfinitasMar 2021 to Mar 2022
- Securian Financial Services, Inc. dba Renaissance FinancialMay 2020 to Jan 2021
- Campus Bar and GrillAug 2019 to Aug 2020
- TD AmeritradeMay 2019 to Jul 2019
- University of MissouriAug 2016 to May 2020
- St. Charles Parks DepartmentMay 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (SC).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7126408
- Firm CRD
- 23131