Christopher Carl Ahlgrim

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 03/2013 → Present
  Archstone Management, Llc.
  Englewood, CO
• 02/2025 → Present
  Osaic Advisory Services
  Atlanta, GA
• 02/2025 → Present
  Osaic Wealth
  Scottsdale, AZ

Other Businesses

Supply chain cost management business centered in healthcare operations 1. ARCHSTONE MANAGEMENT POSITION: CEO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2013 ADDRESS: 3313 Glorious Place, CASTLE ROCK CO 80109, United States DESCRIPTION: Oversee KPIs to ensure business is operating as prescribed. Communicate with company management on the health and production of business. Maintain lines of communication with management in case of emergency.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-03