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Rodney P

ChFC®, Series 63

Springfield, MO

OSAIC

Rodney Pennington is a financial advisor with OSAIC who holds the ChFC® and Series 63 designations and has 47 years of industry experience. He spent 44 years at Lincoln Financial Advisors Corporation before joining OSAIC in 2025. In addition to his advisory role, he is also an insurance agent offering accident and health, disability, traditional life insurance products, and fixed annuities. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and offers access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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