Kristopher Ryan Beaulieu

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 06/2024
  Securities America Inc
  Fort Worth, TX
• 04/2015 → 06/2024
  Securities America Advisors
  Fort Worth, TX
• 06/2024 → 10/2025
  Osaic Wealth, Inc.
  Fort Worth, TX
• 06/2024 → 10/2025
  Osaic Wealth, Inc.
  Fort Worth, TX
• 10/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2004 → Present
  Clarity Financial Group
  Fort Worth, TX
• 06/2002 → Present
  Alb Park Place Llc
  Fort Worth, TX

Previous Registrations

• 2024-06-14 → 2025-10-30
  Osaic Wealth, Inc.
  Fort Worth, TX
• 2015-04-27 → 2024-06-14
  Securities America Advisors, Inc.
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2011-06-23 → 2015-04-27
  Wfg Advisors, Lp
  Fort Worth, TX
• 2005-08-19 → 2011-06-29
  Transamerica Financial Advisors, Llc
  Fort Worth, TX
  Heath, TX
  Fort Worth, TX

Other Businesses

1. NAME OF OTHER BUSINESS: CLARITY FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAADVISORY SERVICES START DATE: 10/2004 POSITION/TITLE/RELATIONSHIP: PRINCIPAL OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURTRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ACT AS SENIOR FINANCIAL PLANNER WITH DUTIES OF MANAGING CLIENT'S ASSETS, AND RELATIONSHIPS. 2. NOTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXINSURANCE START DATE: 03/2021 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRAHOURS: 0 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: TEXAS CIVIL RIGHTS PROJECT INVESTMENT RELATADDRESS: AUSTIN, TX NATURE OF BUSINESS: ELECTED BOARD MEMBER START DATE: 12/2022 POSITION/TITLE/RELATIONSHIP: FINANCE CHAIR APX NUMBER OF HOWEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HELP APPROVE THE BUDGET FOR THE ORGANIZATION AND HELPLEADERSHIP FOCUS ON ORGANIZATION. 4. NAME OF OTHER BUSINESS: ALB PARK PLACE LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATIONATURE OF BUSINESS: REAL ESTATE START DATE: 06/2022 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF COMMERCIAL PROPERTY MY JOB TO MAKE SURE THE BUILDING IS FUNTIONING WELL FOR THE TEN

Exams

• S66 Uniform Combined State Law Examination
  2005-08-08
• S63 Uniform Securities Agent State Law Examination
  2002-01-23

Designations

• Certified Financial Planner