Andrew Christian Knutson

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

• 02/1994 → Present
  Spelman & Co., Inc.
  La Mesa, CA
• 01/2009 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Missoula, MT

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  Missoula, MT
• 2002-09-27 → 2005-10-31
  Spelman & Co., Inc.
  La Mesa, CA

Other Businesses

1. KNUTSON FINANCIAL SERVICES, INC A S CORPORATION POSITION: President NATURE: S Corporation set up for Tax Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2016 ADDRESS: 6983 Alisha Drive, Missoula MT 59803, United States DESCRIPTION: Those related to the office of President of any Company 2. ANDREW KNUTSON POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 6983 Alisha Dr, Missoula MT 59803, United States DESCRIPTION: Fixed Insurance, term insurance, and whole life policies; anything with variable accounts involving securities comes under my securities license.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-24
• S63 Uniform Securities Agent State Law Examination
  1992-07-29

Other Names

• Andy Knutson
• Andrew Knutson