Karla Elizabeth Vlasaty

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 01/2015 → 03/2017
  Metlife Securities, Inc.
  St. Louis, MO
• 03/2017 → 12/2018
  Mml Investors Services, Llc
  Chesterfield, MO
• 07/2016 → 12/2018
  Massmutual Life Insurance Co.
  Chesterfield, MO
• 12/2018 → 06/2024
  Securities America Advisors
  St. Louis, MO
• 12/2018 → 06/2024
  Securities America, Inc.
  St. Louis, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Saint Louis, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Saint Louis, MO

Previous Registrations

• 2018-12-07 → 2024-06-14
  Securities America Advisors, Inc.
  Saint Louis, MO
• 2017-03-25 → 2018-12-13
  Mml Investors Services, Llc
  St. Louis, MO
  Chesterfield, MO
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  St. Louis, MO
• 2011-05-05 → 2015-01-02
  New England Securities
  St. Louis, MO
• 2004-02-20 → 2011-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ladue, MO
  Frontenac, MO
• 2002-07-12 → 2004-02-25
  Ameriprise Financial Services, Llc
  St. Louis, MO

Other Businesses

1. MERLIN P THATCHER FLP Position: LIMITED PARTNER Nature: FLP-LIMITED PARTNER Investment Related: Yes Hours: 2 Securities Trading Hours: 2 Start Date: 01/01/2005 Address: 8275 E 250 S, ZIONSVILLE IN 46077 2. RODAN AND FIELDS Position: SALES Nature: RODAN AND FIELDS SALES Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 01/01/2016 Address: 12 LAKEVIEW DR, LAKE ST LOUIS MO 63367 3. INSURANCE SALES Position: ADVISOR Nature: INSURANCE SALES Investment Related: Yes Hours: 32 Securities Trading Hours: 32 Start Date: 12/07/2018 Address: 2 CITYPLACE DRIVE, SUITE 200, ST LOUIS MO 63141 4. TRUSTEE ON PARENTS' LAND Position: TRUSTEE Nature: TRUSTEE Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 01/01/2015 Address: 8275 E 250 S, ZIONSVILLE IN 46077 5. MORRISON EQUESTRIAN CENTER LLC POSITION: assistant NATURE: MORRISON EQUESTRIAN CENTER LLC is a Equine stable with the sole purpose of boarding stalls for horses and showing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 12/02/2019 ADDRESS: 1550 MORRISON LANE, FORISTELL MO 63348 DESCRIPTION: My husband runs the business by scheduling deliveries and maintaining relationships with vendors and boarders (clients). I just fill in when he is not able to get things done. I can run a payment out to vendor and run to bank for deposits. 6. KVFV PROPERTIES LLC POSITION: assistant NATURE: KVFV PROPERTIES LLC is a real estate holding company for the main business Morrison Equestrian Center LLC to flow thru. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/02/2019 ADDRESS: 1550 MORRISON LANE, FORISTELL MO 63348 DESCRIPTION: Taking checks to bank for deposit 7. DBA - Arch Wealth Advisors LLC 8. ARCH WEALTH ADVISORS LLC POSITION: PARTNER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/30/2019 ADDRESS: #2 CityPlace Suite 200, St. Louis MO 63141, United States DESCRIPTION: I AM AN ADVISOR ASSISTING CLIENTS WITH THEIR FINANCIAL DESIRES AND GOALS

Exams

• S66 Uniform Combined State Law Examination
  2002-06-13

Other Names

• Beth Vlasaty
• Karla Elizabeth Sanford
• Beth Sanford
• Karla E. Vlasaty