Kristen Elizabeth King

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

• 11/2022 → Present
  Sagepoint Financial -- Office Of Tappan Financial Group
  Oklahoma City, OK
• 10/2022 → 11/2022
  Extended Vacation
  Oklahoma City, OK
• 09/2008 → 09/2022
  Voices Organized In Civic Engagement (Voice), Inc.
  Oklahoma City, OK
• 06/2023 → Present
  Sagepoint Financial, Inc.
  Oklahoma City, OK
• 09/2023 → Present
  Osaic Wealth, Inc.
  Oklahoma City, OK

Other Businesses

1. N/A POSITION: Spiritual director NATURE: I provide spiritual direction to a limited number of individual clients. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 308 NW 17th St, Oklahoma City OK 73103, United States DESCRIPTION: I work with people to help them grow closer to God and discern their callings. 2. RANGER CREEK YACHT CLUB, INC. POSITION: Board Secretary/Treasurer NATURE: This is a non-profit organization serving a small neighborhood in eastern Oklahoma. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: P.O. Box 2043, Ft. Gibson OK 74434, United States DESCRIPTION: I will be responsible for sending out annual dues/fees statements and creating invoices for bills to be paid. An assistant will collect and deposit monies into the local bank. I will take notes at meetings and prepare the semi-annual meeting agendas and budget. I will also serve as an administrator of the organization's private Facebook group. 3. KRISTEN KING POSITION: Notary NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/18/2023 ADDRESS: 308 NW 17th St, Oklahoma City OK 73103, United States DESCRIPTION: Notarize documents and keep records on what was notarized. 4. TAPPAN & CO POSITION: Director of Communications NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 140 START DATE: 10/31/2022 ADDRESS: 211 N Robinson, Suite 435, Oklahoma City OK 73102, United States DESCRIPTION: I am the Director of Communications for Tappan & Co. I do administrative work, communications, and customer service. 5. N/A POSITION: Consultant/Trainer NATURE: Providing training/consultation with nonprofit organizations for leadership development and strategic planning. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 06/05/2025 ADDRESS: 308 NW 17th St., Oklahoma City, OK OK 73103, United States DESCRIPTION: Training small to large groups on issues related to religious social teachings and acting on issues of important to families. Shadowing/assessing staff members of non-profit organizations to help give feedback and improve efficacy. 6. N/A POSITION: Editor NATURE: Editing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2026 ADDRESS: 308 NW 17th St, Oklahoma City OK 73103, United States DESCRIPTION: Editing works of fiction.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-01

Other Names

• Kristen King Tingley
• Kristen King Fehr
• Kristen Elizabeth Graupmann King
• Kristen King Ausdenmoore
• Kris King