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Curtis C
CFP®, Series 63, Series 65
Poinciana, FL
OSAIC
Curtis Catlin is a CFP® professional with 30 years of industry experience, currently serving at OSAIC since 2025. His prior roles include 15 years at Lincoln Financial Securities Corporation and positions at LPL Financial, Merrill, A. G. Edwards & Sons, Inc., and MSI Financial Services, Inc. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a variety of managed account strategies supported by proprietary tools and third-party manager options.
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