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Christopher Joseph Lowry

Osaic Wealth, Inc.

Allen Park, MI

Grosse Pointe , MI

CRD 5522054

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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 2023-12-04
TX RA APPROVED 2023-12-01
MI RA APPROVED 2018-11-02
  • FL RA
    APPROVED
    Since 2023-12-04
  • TX RA
    APPROVED
    Since 2023-12-01
  • MI RA
    APPROVED
    Since 2018-11-02

Branch Locations

9833 Reeck Road, Allen Park, MI 48101 • United States

18038 Mack Avenue Suite 101, Grosse Pointe , MI 48230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Investors Inc Sterling Heights MI 04/2008 11/2018
Osaic Wealth, Inc. Allen Park MI 11/2018 Present
  • 04/2008 → 11/2018
    Signator Investors Inc
    Sterling Heights, MI
  • 11/2018 → Present
    Allen Park, MI
Previous Registrations
  • 2017-01-26 → 2018-11-02
    Signator Investors, Inc.
    Sterling Heights, MI
    Southfield, MI
    Allen Park, MI
Other Businesses

1) RETIREMENT STRATEGIES OF MICHIGAN POSITION: Director of Retirement Strategies NATURE: Sole Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 04/21/2014 ADDRESS: 9833 Reeck Rd., Allen Park MI 48101, United States DESCRIPTION: Retail securities business, investment advisor. 2) RETIREMENT STRATEGIES OF MICHIGAN-INSURANCE POSITION: Director of Retirement Strategies NATURE: Sole Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2017 ADDRESS: 9833 Reeck Rd., Allen Park MI 48101, United States DESCRIPTION: Offer fixed insurance, life insurance, health insurance,long term care insurance and annuities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-13
S63 Uniform Securities Agent State Law Examination 2008-07-05
  • S65 Uniform Investment Adviser Law Examination
    2017-01-13
  • S63 Uniform Securities Agent State Law Examination
    2008-07-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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