Kristin Marie Mavis

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

• 10/2010 → 02/2025
  Lincoln Financial Advisors
  Fort Wayne, IN
• 10/2013 → 02/2025
  Lincoln Financial Securities Corporation
  Fort Wayne, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2010-10-18 → 2025-01-24
  Osaic Fa, Inc.
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
• 2009-04-20 → 2010-10-05
  Nrp Advisors, Inc.
  Bryan, OH

Exams

• S66 Uniform Combined State Law Examination
  2009-04-10

Other Names

• Kris Phillips