Christopher Thomas Yingling

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

• 04/2023 → Present
  Osaic
  New Berlin, WI
• 11/2016 → Present
  Kutschenreuter Financial Services Inc
  New Berlin, WI
• 04/2016 → 11/2016
  Unemployed
  Waukesha, WI

Other Businesses

KUTSCHENREUTER FINANCIAL SERVICES INC POSITION: Insurance Broker NATURE: Insurance Agency structured as an S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2016 ADDRESS: 15809 W National Ave, New Berlin WI 53151, United States DESCRIPTION: I am property and casualty insurance agent engaged in the sale of personal and commercial lines insurance.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-06
• S63 Uniform Securities Agent State Law Examination
  2023-06-24