Christian K Lapeter

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

• 09/2021 → Present
  National Life
  Hauppauge, NY
• 08/2020 → 08/2021
  New York Life
  Melville, NY
• 12/2017 → 05/2019
  I.V. Technologies
  Bayport, NY
• 09/2016 → 07/2020
  Student
  Brentwood, NY
• 01/2015 → 01/2018
  Pro Quality
  West Babylon, NY
• 01/2022 → 01/2025
  Equity Services, Inc.
  Montpelier, VT
• 01/2025 → Present
  Osaic
  Melville, NY

Previous Registrations

• 2023-01-31 → 2025-02-05
  Equity Services, Inc.
  Hauppauge, NY

Other Businesses

1. LIGHTHOUSE FINANCIAL NETWORK, LLC - MARKETING NAME POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 02/04/2025 ADDRESS: 575 BROADHOLLOW RD, MELVILLE NY 11747-5009, United States DESCRIPTION: Financial Advisor (IAR) using Marketing Name Lighthouse Financial Network, LLC with BD prospects and clients. 2. CHRISTIAN LAPETER - INSURANCE AGENT POSITION: Insurance Agent - Independent NATURE: Independent Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 02/04/2025 ADDRESS: 575 BROADHOLLOW RD, MELVILLE NY 11747-5009, United States DESCRIPTION: Independent Insurance Agent working with various carriers to represent fixed insurance to clients and prospects.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20