Krystine Lizabeth Ose Berens

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-07-27
MN	RA	APPROVED	2022-06-02

TX RA
APPROVED_RES

Since 2026-07-27
MN RA
APPROVED

Since 2022-06-02

Branch Locations

4425 Hwy 169 N Suite 100, Plymouth, MN 55442 • 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

Organization	City	State	From	To
Guardian Resources	St Louis Park	MN	02/2014	08/2021
Osaic Wealth, Inc.	Maple Grove	MN	08/2021	Present

02/2014 → 08/2021

Guardian Resources

St Louis Park, MN
08/2021 → Present

Osaic Wealth, Inc.

Maple Grove, MN

Other Businesses

1. GUARDIAN RESOURCES INSURANCE (FIA AND LIFE) , PARTNER COMPANY - GUARDIAN CAPITAL MANAGEMENT, INVESTMENT ADVISORY FIRM 6465 WAYZATA BLVD, SUITE 304, MINNEAPOLIS, MN 55426 CONTRACT WORK CREATING TRANING VIDEOS START DATE AUGUST 2021 AVG 12 HOURS PER MONTH NO HOURS DURING SECURITY TRADING HOURS DESCRIBE DUTIES: Provide training videos to employer on how to complete FIA and AUM applications, pull reports from CRM, input marketing tracking data, etc. 2. ENCORE FINANCIAL POSITION: Financial Advisor NATURE: DBA Disclosure INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/08/2025 ADDRESS: 4425 Highway 169 N, Suite 100, Plymouth MN 55442, United States DESCRIPTION: DBA Disclosure 3. ENCORE FINANCIAL POSITION: Client Service Associate NATURE: Securities and Investment Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/08/2025 ADDRESS: 4425 Highway 169 N, Suite 100, Plymouth MN 55442, United States DESCRIPTION: Provide support to financial advisors and clients. 4. FIXED INSURANCE WITH VARIOUS COMPANIES POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/08/2025 ADDRESS: 4425 Highway 169 N, Suite 100, Plymouth MN 55442, United States DESCRIPTION: SELLS LIFE, ANNUITIES, AND LONG TERMCARE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-01

S66 Uniform Combined State Law Examination

2022-06-01

Other Names

Krystine Lizabeth Ose

View on SEC IAPD