Kristina M Larsen

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

• 12/2015 → 11/2018
  Allstate Financial Services, Llc
  Lincoln, NE
• 12/2018 → 06/2024
  Securities America, Inc.
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2019-07-03 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2019-06-24

Other Names

• Kristi Marie Larsen
• Kristinia Marie Larsen
• Kristina Marie Larsen