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Christopher Geordon Lage

Osaic Wealth, Inc.

Pelican Rapids, MN

CRD 7088309

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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
MN RA APPROVED 2021-03-10
  • MN RA
    APPROVED
    Since 2021-03-10

Branch Locations

47 North Broadway, Pelican Rapids, MN 56572 • 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
Advisornet Wealth Management Minneapolis MN 03/2019 Present
Retirement Advisory Services, Inc. Pelican Rapids MN 03/2019 Present
Chris Lage Construction Fargo ND 10/2012 03/2019
Royal Alliance Pelican Rapids MN 01/2021 Present
  • 03/2019 → Present
    Advisornet Wealth Management
    Minneapolis, MN
  • 03/2019 → Present
    Retirement Advisory Services, Inc.
    Pelican Rapids, MN
  • 10/2012 → 03/2019
    Chris Lage Construction
    Fargo, ND
  • 01/2021 → Present
    Royal Alliance
    Pelican Rapids, MN
Previous Registrations
Other Businesses

1. NAME: INSURANCE PRODUCTS. INVESTMENT RELATED: NO. NUMBER OF HOURS: 30 HOURS. INVESTMENT RELATED HOURS: 20. START DATE: 3/2019. ADDRESS: 47 N. BROADWAY, PELICAN RAPIDS, MN 56554. DESCRIPTION: SALES OF FIXED INSURANCE, FIXED LIFE, DISABILITY, ANNUITIES 2. RETIREMENT ADVISORY SERVICES, INC POSITION: Investment Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/18/2022 ADDRESS: 47 N Broadway, PO Box 647, Pelican Rapids MN 56572, United States DESCRIPTION: Investment Advice, Trading, Paperwork, Research 3. LAGE TREE FARM LLC POSITION: owner NATURE: Lage Tree Farm LLC, growing and selling Christmas trees and other tree species. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 13051 Thunderbolt Ranch Rd, Lake Park MN 56554, United States DESCRIPTION: Planting and watering trees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-03-09
S65 Uniform Investment Adviser Law Examination 2019-03-05
  • S63 Uniform Securities Agent State Law Examination
    2021-03-09
  • S65 Uniform Investment Adviser Law Examination
    2019-03-05
Other Names
  • Chris G Lage
  • Christopher G Lage

View on SEC IAPD

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