Christopher Thomas Hartrich

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

• 11/2011 → Present
  Sagepoint Financial
  Kirkwood, MO
• 09/2023 → Present
  Osaic Wealth, Inc.
  St. Louis, MO

Previous Registrations

• 2011-11-15 → 2023-09-01
  Osaic Services, Inc.
  Chesterfield, MO
  Phoenix, AZ
  Chesterfield, MO
  St. Louis, MO
• 2009-11-24 → 2011-11-16
  Next Financial Group, Inc.
  Chesterfield, MO
• 1999-02-11 → 2009-01-12
  Edward Jones
  Chesterfield, MO

Other Businesses

1) CHRIS HARTRICH POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2012 ADDRESS: 12412 Powerscourt Dr, Suite 30, St. Louis MO 63131, United States DESCRIPTION: I market Life Insurance and Long Term Care Insurance to my existing customer base. 2) LEER FINANCIAL WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2015 ADDRESS: 12412 Powerscourt Dr, Suite 30, St. Louis MO 63131, United States DESCRIPTION: Life and Health Insurance services provided to my existing customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-19
• S63 Uniform Securities Agent State Law Examination
  1998-11-25

Other Names

• Christopher Hartrich