Lewes, DE A East Savannah Road Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

4

Of 7,832 advisors across 3,563 offices

Location

404 A East Savannah Road

Lewes DE 19958

Advisors at this office

4

Advisors at this office

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Christopher V

CFP®, ChFC®, Series 63, Series 65

Lewes, DE

OSAIC

Christopher Vonlindenberg is a financial advisor with OSAIC in Lewes, DE, holding CFP® and ChFC® designations and 24 years of industry experience. His prior work includes roles at Woodbury Financial Services and Questar Capital Corporation. Vonlindenberg is also the owner and CEO of Lindenberg Financial, Inc., which provides fixed insurance sales and services, and he serves as vice president on the board of the Lewes Harbor Marina Co-op. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisers and platforms. The firm utilizes advanced asset-allocation tools and third-party solutions to manage portfolios across various investment vehicles.

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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Kathleen R

CFP®, Series 63

Lewes, DE

OSAIC

Kathleen Ryan is a CFP®-certified financial advisor with 29 years of industry experience. She is currently affiliated with OSAIC and Lindenberg Financial and has previously worked at Woodbury Financial Services, Questar Capital Corporation, and KMR Financial Network. Ryan serves as treasurer of a condominium association, overseeing financial reviews and board activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing advanced portfolio construction tools and third-party platforms to provide tailored investment solutions.

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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Kristen J

Series 66

Lewes, DE

OSAIC

Kristen Jones is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. before joining OSAIC Wealth Inc. in 2025. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios with a variety of investments on both discretionary and non-discretionary bases.

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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Michael J

Series 63, Series 65

Lewes, DE

OSAIC

Michael Johnson is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lindenberg Financial Services, Woodbury Financial Services, and Questar Asset Management. Outside of advisory roles, he is president and owner of Peninsula Financial Group, a tax preparation and planning business. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of investment options and third-party manager access. The firm employs asset-allocation tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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