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Christian Paul Bustamante

Osaic Wealth, Inc.

Kapolei, HI

CRD 2630541

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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
HI RA APPROVED 2024-01-19
  • HI RA
    APPROVED
    Since 2024-01-19

Branch Locations

Kapolei, HI • 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
Questar Capital Corporation Minneapolis MN 12/2006 03/2019
Questar Asset Management Minneapolis MN 05/2008 03/2019
Woodbury Financial Services, Inc. Honolulu HI 03/2019 Present
Woodbury Financial Services, Inc. Honolulu HI 03/2019 01/2024
Osaic Wealth, Inc. Honolulu HI 01/2024 Present
  • 12/2006 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 05/2008 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Honolulu, HI
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Honolulu, HI
  • 01/2024 → Present
    Honolulu, HI
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Honolulu, HI
    Honolulu, HI
    Honolulu, HI
  • 2008-05-27 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Honolulu, HI
  • 2004-06-10 → 2006-06-16
    Usallianz Securities, Inc.
    Honolulu, HI
    Honolulu, HI
  • 2003-01-23 → 2004-05-24
    Eastern Point Advisors Inc.
    Honolulu, HI
  • 2001-05-11 → 2002-12-31
    Signator Investors, Inc.
    Honolulu, HI
Other Businesses

INSURANCE AGENT POSITION: producer NATURE: Health Insurance, Life Insurance, Fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2004 ADDRESS: 91-1014 Leokolo St., APT 1206C, Kapolei, HI, 96707 DESCRIPTION: Medicare insurance sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-20
S63 Uniform Securities Agent State Law Examination 1996-06-01
  • S65 Uniform Investment Adviser Law Examination
    2001-04-20
  • S63 Uniform Securities Agent State Law Examination
    1996-06-01
Other Names
  • Christian Bustamante

View on SEC IAPD

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