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Kristopher Allen Wildman

Osaic Wealth, Inc.

Vienna, OH

Warren, OH

CRD 8244759

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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
OH RA APPROVED 2026-06-12
  • OH RA
    APPROVED
    Since 2026-06-12

Branch Locations

4479 Creekside Blvd, Vienna, OH 44473 • United States

Warren, OH • 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
Self Employed Insurance Agent Warren OH 11/2015 Present
Global Fitness Warren OH 05/2017 10/2017
Osaic Wealth Inc Vienna OH 03/2026 Present
  • 11/2015 → Present
    Self Employed Insurance Agent
    Warren, OH
  • 05/2017 → 10/2017
    Global Fitness
    Warren, OH
  • 03/2026 → Present
    Vienna, OH
Other Businesses

1. Wildman Family Insurance / I'm self-employed Health and Life insurance, I can write fixed and indexed annuities because of my life license. I do not have an office. Home address 1710 Norwood St. NW Warren, OH 44485 I mostly help people enroll into appropriate Medicare Supplement and advantage plans. I'm a General Agency Licensed in November of 2015. Roughly 80 hours a month except October and November is more for the Annual Enrollment Period. Roughly 4 hours a day. As a General Agency I enroll and service my own clients while also helping other agents grow their business. 2. WILDMAN FAMILY POSITION: Co-owner NATURE: General Agency. I help people with their insurance plans and also help agents grow their book of business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/24/2015 ADDRESS: 1710 Norwood St. NW, Warren OH 44485, United States DESCRIPTION: I help educate clients on Medicare Advantage, Supplement, Dental, Vision, prescription drug plans, hospital indemnity, and life insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-11
  • S66 Uniform Combined State Law Examination
    2026-06-11

View on SEC IAPD

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