Larry Ray Knisley

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

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Portland, OR

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Portland, OR
• 2002-07-25 → 2008-10-31
  American General Securities Incorporated
  Houston, TX
  Beaverton, OR
  Beaverton, OR

Other Businesses

1) PACIFIC CASCADES FINANCIAL GROUP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 10/01/2008 ADDRESS: 208 SW Santana PL, Portland OR 97225, United States DESCRIPTION: Sell life insurance , annuities , long term care, and health insurance also recruit and manage agents to do the same 2) RECLAIMING HOPE RANCH POSITION: Treasure / Board member NATURE: 501 c (3) non-profit A Horse Ranch that exists to provide children with a history in foster care and adoption a safe place to be who they are by decreasing fear through play and stimulating the child's imagination . INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2020 ADDRESS: 844 NE 73rd Ave, Hillsbourgh OR 97124, United States DESCRIPTION: I will oversee the books of the organization provided by a bookkeeper and report to the board cash flow expenditures and outlook .I do not have check signing authority .

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-10
• S63 Uniform Securities Agent State Law Examination
  1995-10-11

Designations

• Chartered Financial Consultant