Calli Shafer

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

• 06/2022 → Present
  Lawrence Wealth Management
  Provo, UT
• 09/2021 → 04/2022
  Washington State University
  Pullman, WA
• 09/2020 → 09/2021
  Ruffalo Noel Levitz
  Pullman, WA
• 05/2021 → 08/2021
  Draft Republic
  Carlsbad, CA
• 06/2020 → 08/2020
  Chipotle Mexican Grill
  Encinitas, CA
• 05/2019 → 08/2019
  Chipotle Mexican Grill
  Encinitas, CA
• 07/2012 → 08/2018
  Full-Time Education
  Carlsbad, CA
• 07/2022 → 09/2023
  Sagepoint Financial
  Phoenix, AZ
• 08/2018 → 05/2022
  Full-Time Education
  Pullman, WA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Provo, UT

Previous Registrations

• 2022-10-24 → 2023-09-01
  Osaic Services, Inc.
  Provo, UT

Other Businesses

1. LAWRENCE WEALTH MANAGEMENT POSITION: Resident Producer Individual NATURE: R INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/29/2022 ADDRESS: 5314 N River Run Drive Suite 300, Provo UT 84604, United States DESCRIPTION: Agent of Life, Variable Life/Variable Annuity 2. LEGS LADIES EXECUTIVE GOLF SOCIETY POSITION: President, Utah County Chapter NATURE: This is a ladies' golf society that extends across the United States. It is a membership-based organization formed around a shared interest and community building. Part of the proceeds are donated to a non-profit of choice (different for each event). INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2025 ADDRESS: 3300 Club House Drive, Lehi UT 84043, United States DESCRIPTION: I help coordinate golf events for the Utah County Chapter by working with the ladies in the society and head golf pros to organize group lessons-currently the main format, with plans to eventually offer the option of a 9-hole round. I assist with logistics, greet attendees, help them get where they need to be, and connect women to create a welcoming and inclusive atmosphere. I support event marketing, take photos during the event, and help coordinate post-golf networking where attendees can gather for food and drinks (self-paid). While other team members handle memberships, finances, and purchases, I'm happy to share what the organization is about and refer interested women to the appropriate person for follow-up. My role helps ensure the event runs smoothly and provides a positive, community-focused experience for all participants.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21