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Kristina Marie Beers

Osaic Institutions, Inc.

Canton, OH

CRD 8090478

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Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-05
  • OH RA
    APPROVED
    Since 2026-06-05

Branch Locations

2917 Whipple Ave Nw, Canton, OH 44708 • 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
First Commonwealth Bank Canton OH 08/2018 Present
Buffalo Wild Wings Massillon OH 10/2017 08/2018
Hilton Garden Inn Canton OH 02/2017 03/2018
Olive Garden Canton OH 01/2014 01/2017
Osaic Institutions, Inc. Meriden CT 05/2025 Present
  • 08/2018 → Present
    First Commonwealth Bank
    Canton, OH
  • 10/2017 → 08/2018
    Buffalo Wild Wings
    Massillon, OH
  • 02/2017 → 03/2018
    Hilton Garden Inn
    Canton, OH
  • 01/2014 → 01/2017
    Olive Garden
    Canton, OH
  • 05/2025 → Present
    Meriden, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-04
  • S66 Uniform Combined State Law Examination
    2026-06-04
Other Names
  • Bair
  • Kristina Beers

View on SEC IAPD

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