Larry Thomas Christiansen

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

• 01/2010 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Portland, OR
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Portland, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Portland, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Portland, OR

Previous Registrations

• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Portland, OR
• 2010-02-12 → 2020-11-06
  Kms Financial Services, Inc.
  Seattle, WA
  Portland, OR
  Seattle, WA
• 2008-01-01 → 2010-02-12
  Wells Fargo Clearing Services, Llc
  Seattle, WA
  Portland, OR
  Seattle, WA
• 2004-06-28 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Seattle, WA
  St. Louis, MO
• 1998-09-17 → 2004-05-03
  First Citizens Investor Services, Inc.
  Raleigh, NC

Other Businesses

DBA - Zephyr Investments & Planning Services

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-03
• S63 Uniform Securities Agent State Law Examination
  1994-10-10

Designations

• Certified Financial Planner