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Christopher David Buchanan

Osaic Wealth, Inc.

Palm Beach Gardens, FL

CRD 2751145

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19

Branch Locations

Palm Beach Gardens, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 09/2015 03/2019
Questar Asset Management Minneapolis MN 09/2015 03/2019
Woodbury Financial Services, Inc. Palm Beach Gardens FL 03/2019 Present
Woodbury Financial Services, Inc. Palm Beach Gardens FL 03/2019 01/2024
Osaic Wealth, Inc. Palm Beach Gardens FL 01/2024 Present
  • 09/2015 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 09/2015 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Palm Beach Gardens, FL
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Palm Beach Gardens, FL
  • 01/2024 → Present
    Palm Beach Gardens, FL
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Palm Beach Gardens, FL
  • 2015-09-22 → 2019-03-01
    Questar Asset Management, Inc.
    Palm Beach Gardens, FL
    Minneapolis, MN
  • 2010-11-16 → 2015-09-14
    Aventura, FL
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
Other Businesses

1. CHRISTOPHER BUCHANAN POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2019 ADDRESS: 4340 Flax Court, Palm Beach Gardens FL 33410, United States DESCRIPTION: Insurance Agent Offer Life Insurance and Annuities with Game Plan Financial 2. INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance FMO TrueChoice INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 11/15/2015 ADDRESS: 4340 Flax Court, Palm Beach Gardens FL 33410, United States DESCRIPTION: Insurance Agent write Life Insurance and Annuities 3. MEDICARE SALES POSITION: Agent NATURE: I am an Agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/16/1990 ADDRESS: 4340 FLAX CT, PALM BEACH GARDENS FL 33410-5421, United States DESCRIPTION: Offer Medicare Supplements from referrals

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-21
S63 Uniform Securities Agent State Law Examination 2006-07-28
  • S65 Uniform Investment Adviser Law Examination
    2010-09-21
  • S63 Uniform Securities Agent State Law Examination
    2006-07-28
Other Names
  • Christopher Skip Buchanan
  • Skip Buchanan

View on SEC IAPD

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