Christopher Edward Portner

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-24

MD RA
APPROVED

Since 2025-01-24

Branch Locations

Cockeysville, MD • United States

307 International Circle Suite 390, Hunt Valley, MD 21030 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors	Hunt Valley	MD	09/2015	01/2025
Osaic Wealth, Inc.	Hunt Valley	MD	01/2025	Present

09/2015 → 01/2025

Lincoln Financial Advisors

Hunt Valley, MD
01/2025 → Present

Osaic Wealth, Inc.

Hunt Valley, MD

Previous Registrations

2015-09-18 → 2025-01-24

Osaic Fa, Inc.

Hunt Valley, MD
1999-01-01 → 2015-09-22

Psa Financial Advisors Inc

Hunt Valley, MD

Other Businesses

1) Heritage Financial Consultants, LLC. 307 International Circle, Suite 390 Hunt Valley, MD. 21030 Insurance Investment Related Agent, Offers accident and health insurance, disability insurance, equity indexed annuities, fixed annuities, health savings accounts, traditional life insurance, long term care insurance. Started on 09/2015 working 160 HPM all during trading hours. 2) Models Etc. Inc. Cockeysville MD Category: Service Industry Investment Related: No Title: Assistant Duties: perform administrative duties and chores Start Date: 02/2016 Hours per Month: 3 Hours per Month during trading hours: 0 3) Portner Financial, LLC Cockeysville MD Category: Legal Entity Investment Related: No Title: Owner Duties: entity used for tax purposes Start Date: 04/2016 Hours per Month: 0 Hours per Month during trading hours: 0 4) HERITAGE FINANCIAL CONSULTANTS LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/18/2015 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants LLC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1991-07-16
S63	Uniform Securities Agent State Law Examination	1990-06-21

S65 Uniform Investment Adviser Law Examination

1991-07-16
S63 Uniform Securities Agent State Law Examination

1990-06-21

View on SEC IAPD