Karissa Ann Mclaren

Employer firm

Oasis Wealth Planning Advisors CRD 285474

$276M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 08/2020
  Lincoln County High School
  Stanford, KY
• 08/2018 → 05/2020
  21St Century
  Highland, KY
• 05/2020 → 05/2024
  Western Kentucky University
  Bowling Green, KY
• 01/2021 → 05/2021
  Journeys
  Bowling Green, KY
• 05/2021 → 07/2021
  Old Spaghetti Factory
  Newport Beach, CA
• 08/2021 → 11/2021
  Western Kentucky University
  Bowling Green, KY
• 01/2021 → 01/2022
  Cracker Barrel
  Bowling Green, KY
• 01/2022 → 04/2022
  Vincent Group
  Smith Grove, KY
• 05/2022 → 02/2023
  Office Of The Comptroller Of The Currency
  Lousiville, KY
• 08/2022 → 11/2022
  Buffalo Wild Wings
  Bowling Green, KY
• 05/2023 → 07/2023
  Liberty First Credit Union
  Lincoln, NE
• 05/2023 → 07/2023
  Watering Hole
  Lincoln, NE
• 08/2023 → 05/2024
  Houchens Insurance Group
  Bowling Green, KY
• 08/2023 → 05/2024
  Us Soccer Referee Association
  Bowling Green, KY
• 05/2024 → 06/2025
  Focus Financial Network Inc
  Minneapolis, MN
• 07/2024 → 06/2025
  Osaic Wealth Inc
  Minneapolis, MN
• 06/2025 → 03/2026
  Savvy
  Edina, MN
• 03/2026 → Present
  Oasis Wealth Planning Advisors
  Nashville, TN
• 05/2024 → 03/2026
  Perspective 9 Wealth Advisors
  Minneapolis, MN

Previous Registrations

• 2025-06-17 → 2026-03-16
  Savvy
  Edina, MN
  New York, NY
• 2025-01-13 → 2025-06-16
  Focus Financial
  Minneapolis, MN

Other Businesses

Referee: US Soccer Referee Association / 385 Lovers Lane, Bowling Green, KY 42103 - not investment related - referee youth soccer games - 5 hrs. per month.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-03

Other Names

• Karissa Mclaren