Christopher Nmn Fleurat

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

• 06/2016 → 10/2016
  Trustpilot
  Denver, CO
• 10/2016 → 05/2018
  Liberty Mututal
  Dover, NH
• 06/2017 → 05/2018
  Cetera Investment Servces Llc
  St. Cloud, MN
• 10/2018 → 07/2020
  Investacorp
  Miami, FL
• 10/2018 → Present
  Highland Capital
  Birmingham, AL
• 10/2018 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 06/2018 → 09/2018
  Unemployed
  Denver, CO
• 07/2020 → 06/2024
  Securities America, Inc.
  Birmingham, AL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Golden, CO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Golden, CO

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Golden, CO
• 2018-10-11 → 2020-07-17
  Investacorp Advisory Services Inc
  Birmingham, AL
• 2017-06-21 → 2018-05-25
  Cetera Investment Advisers Llc
  Denver, CO
• 2016-03-04 → 2016-05-02
  Mm Ascend Life Investor Services, Llc
  Denver, CO
  Cincinnati, OH
  Cincinnati, OH
• 2013-02-18 → 2013-08-05
  Curian Capital, Llc
  Denver, CO

Other Businesses

HIGHLAND CAPITAL POSITION: wholesaler NATURE: wholesale fixed life annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2020 ADDRESS: 3535 Grandview Pkwy, #600, Birmingham AL 35243, United States DESCRIPTION: wholesale fixed index and fixed annuities SECURITIES AMERICA ADVISORS POSITION: advisor NATURE: Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/07/2020 ADDRESS: 3535 Grandview Pkwy, #600, Birmingham AL 35243, United States DESCRIPTION: Advisor registered withSecurities America Advisors FLEURAT WEALTH POSITION: advisor NATURE: Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/07/2020 ADDRESS: 2801 Younfield St #300, Denver CO 80401, United States DESCRIPTION: Advisor registered with Osaic Wealth, DBA as Fleurat Wealth. FLEURAT WEALTH POSITION: advisor NATURE: Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/07/2020 ADDRESS: 2801 Younfield St #300, Denver CO 80401, United States DESCRIPTION: Advisor registered with Osaic Wealth, DBA as Fleurat Wealth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-15
• S63 Uniform Securities Agent State Law Examination
  2007-08-20

Other Names

• Christopher Flevrat
• Christopher Fleurat