Christopher James Magnussen

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

• 05/2017 → 09/2017
  Edward Jones
  St Louis, MO
• 09/2017 → 08/2019
  Axos Clearing Llc (F/K/A Cor Clearing Llc)
  Omaha, NE
• 05/2010 → 05/2017
  Td Ameritrade
  Omaha, NE
• 01/2020 → 03/2020
  Titan Medical
  Omaha, NE
• 03/2020 → 07/2020
  Insuractive
  Omaha, NE
• 07/2020 → 10/2021
  Sequent Planning, Llc
  Omaha, NE
• 03/2020 → 10/2021
  Senior Market Sales
  Omaha, NE
• 09/2019 → 12/2019
  Not Employed
  Omaha, NE
• 06/2022 → Present
  Securities America Advisors
  La Vista, NE
• 01/2022 → 06/2022
  Applied Underwriters
  Omaha, NE
• 06/2022 → Present
  Securities America, Inc.
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-06-17 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2020-12-21 → 2021-10-13
  Sequent Planning, Llc
  Omaha, NE
• 2017-05-16 → 2017-09-19
  Edward Jones
  Omaha, NE
  St Louis, MO
• 2008-02-11 → 2017-03-06
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2005-07-08 → 2017-03-06
  Td Ameritrade Investment Management, Llc
  Bellevue, NE
  Omaha, NE
  Omaha, NE

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-09-28
• S65 Uniform Investment Adviser Law Examination
  2020-12-17
• S66 Uniform Combined State Law Examination
  2005-07-01

Other Names

• Chris Magnussen