John W. Schatz, CRPC® 

John Schatz joined Osaic (formerly Lincoln Financial Advisors) in 2000 and specializes in wealth management strategies for the high net worth marketplace. In addition to serving our clients, John is a Director of the Investment Strategy Group and is the Investment Chair for The Resource Group (an invite-only study group for the top financial planners at Osaic).   

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 licensed in 39 states, and holds his series 7, 63, Life/Health, and CRPC®.