Marc Eugen Kriessmann

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

• 11/2008 → Present
  Ben Yohanan Annuity & Insurance Agency, Inc.
  San Mateo, CA
• 01/2009 → 06/2024
  Securities America, Inc.
  San Mateo, CA
• 01/2013 → 06/2024
  Securities America Advisors, Inc
  San Mateo, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Bruno, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Bruno, CA

Previous Registrations

• 2013-01-02 → 2024-06-14
  Securities America Advisors, Inc.
  San Mateo, CA
  San Bruno, CA

Other Businesses

BEN YOHANAN ANNUITY & INSURANCE AGENCY, INC. POSITION: Project management NATURE: We offer fixed annuity products primarily to employees of school district, city/county employees and non-profit organizations. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 12 START DATE: 02/10/2008 ADDRESS: 1600 W. Hillsdale Blvd. Suite 121, San Mateo CA 94022, United States DESCRIPTION: Manage existing fixed annuity contracts i.e. contribution changes and withdrawals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-26
• S66 Uniform Combined State Law Examination
  2012-09-27

Other Names

• Marc E Kriessmann