David Gent
CRPC, CMFC
David Gent is a financial professional working as an independent contractor for Osaic FA. He has worked for Osaic FA (formerly Lincoln Financial Advisors) for 31 years and has been working in the industry since 1993. The majority of his career has allowed him to work in the pension market specializing in 403(B)'s, 401(K)'s, 401(A)'s along with other qualified plans. With the regulatory changes in the qualified plan market and the increase in the number of retirees, his practice has been re-characterized to also include a more comprehensive, holistic wealth management process for the retiring population.
David has a Bachelor's in Arts from Millikin University of Decatur, Illinois, and a Master's in Arts from Wichita State University. Along with holding a Series 6, 7, 63, 66 and Life and Health Licenses, he is also a Certified Retirement Planning Consultant designee and a Chartered Mutual Fund Counselor designee. He has a strong passion to deliver quality service and professionalism for his clients, and he continues to seek new knowledge to provide a thorough and enjoyable planning process.
David lives in Indianapolis with his 18 year old daughter. He is a proud father.