John Schatz joined the firm (formerly known as Lincoln Financial Advisors, now Osaic) in October of 2000, has also been in private practice since 2002. John served in several corporate roles prior to dedicating his time solely to serving investors all over the United States in the high net worth marketplace. Today, in addition to serving his clients, John participates as an ongoing member of the Investment Strategy Group and is the Investment Chair for The Resource Group. The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic Wealth, Inc.   

In his former role, he served on several Investment Committees:  The Investment Strategy Group, Capital Market Assumptions Team, and Investment Steering Committee. John was one of the forefront individuals involved with the firm’s Investment Strategy, Policy, and Implementation. This included the development of Capital Market Assumptions, Asset Allocation Models across various platforms, and recommended mutual fund and exchange-traded fund lists that continue to be widely used across the firm. He is deeply involved in various other committees that help partners and planners further their knowledge of the industry as a whole and keep recent on trends and changes to markets.

John is currently a Senior Investment Consultant for the Investment Strategy Group* that works directly with the Investment Committees mentioned above. He continues to speak around the country for Osaic Wealth, Inc., in effort to help planners further their knowledge of the Investment industry.
He is licensed in 39 states and holds his series 7, 63, Life/Health, and CRPC®. He currently services clients all over the United States in the high-net-worth marketplace and continues too assists through committee involvement, in overseeing and implementing investments throughout the United States.

John is originally from Erie, Pennsylvania and graduated from The Ohio State University in 2000. John and his wife, Carrie live in Columbus Ohio and have two children, William and Mazzina.

*Investment Strategy Group is an internal committee that helps develop resources, training, and investment strategies for Osaic’s financial professionals. Osaic Wealth, Inc., is the marketing name for the retail and financial planning affiliates (members FINRA and SIPC) and registered investment advisors.
John Schatz is a registered representative of Osaic Wealth, Inc., ., member FINRA/SIPC.