Best Investors Account Sign in

Kristi Lee Andersen

Osaic Wealth, Inc.

Plymouth, MN

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-10-11
  • MN RA
    APPROVED
    Since 2023-10-11

Branch Locations

4425 Hwy 169 N Suite 100, Plymouth, MN 55442 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 01/2013 10/2023
Advisornet Wealth Management Minneapolis MN 08/2012 02/2022
Cetera Investment Advisers Llc Schaumburg IL 06/2023 10/2023
Osaic Wealth, Inc. Plymouth MN 10/2023 Present
  • 01/2013 → 10/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 08/2012 → 02/2022
    Advisornet Wealth Management
    Minneapolis, MN
  • 06/2023 → 10/2023
    Schaumburg, IL
  • 10/2023 → Present
    Plymouth, MN
Previous Registrations
  • 2023-06-29 → 2023-10-11
    Minnetonka, MN
    Minnetonka, MN
  • 2014-01-08 → 2023-06-29
    Cetera Wealth Services, Llc
    Minneapolis, MN
    Maple Grove, MN
    Minnetonka, MN
    Minnetonka, MN
    Minnetonka, MN
    Minnetonka, MN
  • 2014-01-29 → 2022-02-28
    Minnetonka, MN
Other Businesses

1. HYLAND HILL HIATUS LLC POSITION: owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 3110 North Chestnut Street, #102, Chaska MN 55318, United States DESCRIPTION: manage rental property 2. KRISTI L ANDERSEN FINANCIAL PARTNERS LLC POSITION: Agent NATURE: Fixed insurance with various companies INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2006 ADDRESS: 4425 Highway 169 North, Suite 100, Plymouth MN 55442, United States DESCRIPTION: fixed insurance sales 3. KRISTI L ANDERSEN FINANCIAL PARTNERS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 10/01/2006 ADDRESS: 4425 Highway 169 North, Suite 100, Plymouth MN 55442, United States DESCRIPTION: Financial Services/This is a DBA disclosure

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-15
S63 Uniform Securities Agent State Law Examination 1992-11-13
  • S65 Uniform Investment Adviser Law Examination
    1997-09-15
  • S63 Uniform Securities Agent State Law Examination
    1992-11-13
Designations

View on SEC IAPD

More in Plymouth, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor