Chris Lee Grosskreutz

Employer firm

Focus Financial CRD 116140

$6.82B regulatory AUM 105 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

• 05/2016 → Present
  Osaic Wealth, Inc.
  Weston, WI
• 05/2016 → Present
  Focus Financial
  Weston, WI

Previous Registrations

• 2014-03-06 → 2016-05-20
  Sii Investments, Inc.
  Wausau, WI
• 2012-07-09 → 2014-03-07
  Osaic Services, Inc.
  Wausau, WI

Other Businesses

1) FIXED INSURANCE - REPRESENTATIVE OFFERING FIXED INSURANCE PRODUCTS. 2) FOCUS FINANCIAL POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/23/2016 ADDRESS: 3530 Stewart Avenue, Wausau WI 54401, United States DESCRIPTION: Work with clients to plan for their financial future using financial products and securities 3) FOCUS FINANCIAL POSITION: agent NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/23/2016 ADDRESS: 3530 Stewart Avenue, Wausau WI 54401, United States DESCRIPTION: Matching clients with the proper insurance needs for their situation. 4) CHRIS GROSSKREUTZ POSITION: Insurance Sales NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2012 ADDRESS: 3530 Stewart Avenue, Wausau WI 54401, United States DESCRIPTION: I am receiving trail payments on insurance products that I wrote prior to being with Focus Financial. 5) FFREG POSITION: owner NATURE: This is an LLC for an office building that our group of advisors bought. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2021 ADDRESS: 3530 Stewert Avenue, Wausau WI 54401, United States DESCRIPTION: Helping maintain the building and talking to the other tenants in the complex on group fees. 6) FFG, LLC. POSITION: member NATURE: It is an LLC to pay our rent and buy office supplies for our group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2016 ADDRESS: 3530 Stewart Avenue, Wausau WI 54401, United States DESCRIPTION: I pay into the fund monthly.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-25