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Joseph M Gallo

LINCOLN FINANCIAL ADVISORS CORPORATION·FORT WAYNE, Indiana
SIE, Series 7TO, Series 24Clean recordLINCOLN FINANCIAL ADVISORS CORPORATION
1301 SOUTH HARRISON STREET, FORT WAYNE, IN 46802CRD# 3108044Firm CRD# 3978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph M Gallo · FORT WAYNE, IN
Registration
CRD #3108044 · LINCOLN FINANCIAL ADVISORS CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
OSAIC FA, INC.
CRD 3978 · SEC 801-42530
AUM
$37.1B
Regulatory assets under management
Employees
1,607
103,063 client accounts
Services offered by OSAIC FA, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at OSAIC FA, INC. →
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Frequently Asked Questions

What services does Joseph M Gallo offer?
Joseph M Gallo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Joseph M Gallo's credentials?
Joseph M Gallo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph M Gallo located?
Joseph M Gallo is based in FORT WAYNE, Indiana, working with LINCOLN FINANCIAL ADVISORS CORPORATION. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Joseph M Gallo charge for services?
Joseph M Gallo's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLN FINANCIAL ADVISORS CORPORATION?
LINCOLN FINANCIAL ADVISORS CORPORATION has approximately 1607 employees and manages $37.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LINCOLN FINANCIAL ADVISORS CORPORATION

Carrie Lynn Chelko
FORT WAYNE, IN
John Robert Dimonda
FORT WAYNE, IN
Edward Nigel Walters
FORT WAYNE, IN
Claude A. Campbell
FORT WAYNE, IN
David S Berkowitz
FORT WAYNE, IN
Lucy Denise Gase
FORT WAYNE, IN

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