Christopher James Magnussen
Investment adviser representative at Osaic Wealth, Inc.
16 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsJun 2022 to now
- Securities America, Inc.Jun 2022 to now
- Applied UnderwritersJan 2022 to Jun 2022
- Sequent Planning, LLCJul 2020 to Oct 2021
- Senior Market SalesMar 2020 to Oct 2021
- InsuractiveMar 2020 to Jul 2020
- Titan MedicalJan 2020 to Mar 2020
- Not EmployedSep 2019 to Dec 2019
- Axos Clearing LLC (f/k/a Cor Clearing LLC)Sep 2017 to Aug 2019
- Edward JonesMay 2017 to Sep 2017
- TD AmeritradeMay 2010 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NE).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3167911
- Firm CRD
- 23131