Sierra Kristine Lindman Marshall

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

• 01/2013 → 06/2017
  Crescenta Valley High School
  Glendale, CA
• 08/2017 → 08/2020
  Westmont College
  Montecito, CA
• 08/2020 → 05/2021
  Westmont College
  Monecito, CA
• 02/2022 → 07/2022
  Au Pair In Ireland
  Baltinglass
• 08/2022 → 12/2022
  Cpe Ireland
  Dublin
• 01/2023 → 07/2023
  The Resource Group
  Glendale, CA
• 07/2021 → 01/2022
  Cuala Foundation
  Dublin
• 07/2023 → 01/2025
  Lincoln Financial Advisors Coporation
  Glendale, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Glendale, CA

Previous Registrations

• 2023-10-09 → 2025-01-24
  Osaic Fa, Inc.
  Glendale, CA

Other Businesses

1)MARSHALL WEALTH ADVISORS 3458 OCEAN VIEW BLVD GLENDALE, CA 91208 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE ALONG WITH LIFE SETTLEMENTS. START DATE: 01/2024 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3

Exams

• S66 Uniform Combined State Law Examination
  2023-10-05

Other Names

• Sierra Lindman Marshall
• Sierra Kristine Lindman Marshall
• Sierra Marshall
• Sierra Lindman