Christopher Ryan Kaufman

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

• 05/2021 → 04/2022
  Advisornet Wealth Management
  Minneapolis, MN
• 03/2021 → 04/2022
  Great Waters Financial
  Minneapolis, MN
• 07/2020 → 03/2021
  Kris Lindahl Real Estate
  Blaine, MN
• 08/2015 → 06/2020
  University Wisconsin - River Falls
  River Falls, WI
• 04/2022 → 03/2026
  Great Waters Wealth Management
  Shoreview, MN
• 03/2026 → Present
  Everest Financial Group
  Minneapolis, MN
• 04/2026 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Previous Registrations

• 2022-04-11 → 2026-03-06
  Great Waters Financial
  Shoreview, MN
• 2021-05-26 → 2022-04-28
  Advisornet Wealth Partners
  Minnetonka, MN
  Minneapolis, MN

Other Businesses

1. Kaufman Holdings, LLC Insurance 615 Division Street East, Faribault MN, 55021 Owner/Agent Start Date March 2026 20 hrs per month / 18 during trading hours While conducting financial planning for clients, insurance is sometimes needed to provide a holistic plan 2. KAUFMAN MUSIC POSITION: Musician NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 615 Division Street East, Faribault MN 55021, United States DESCRIPTION: Musician 3. FARIBAULT ROTARY CLUB POSITION: Grants Chair NATURE: Non Profit 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 1000 Shumway Ave,, Faribault MN 55021, United States DESCRIPTION: Writing grant requests and managing grant projects 4. EVEREST FINANCIAL GROUP POSITION: IAR NATURE: Everest Financial Group, LLC - Investment Advisory - INVESTMENT ADVISORY REPRESENTATIVE - Investment Related - Time Spent 90% - Start Date April 1st 2026 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2026 ADDRESS: 701 Xenia Ave S, STE 250, Golden Valley MN 55416, United States DESCRIPTION: IAR 5. KAUFMAN HOLDINGS, LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2026 ADDRESS: 615 Division Street East, Fariabault MN 55021, United States DESCRIPTION: Analyzing client's insurance needs. Selling them insurance when needed

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-07

Designations

• Certified Financial Planner