Chelsey Lynn-marie Armstrong
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial AdvisorsMay 2023 to Jan 2025
- Royal Alliance Associates, Inc.Dec 2022 to May 2023
- Northwest Retirement ServicesOct 2018 to May 2023
- Roseburg Forest ProductsFeb 2018 to Oct 2018
- Dutch Bros CoffeeMay 2015 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7039397
- Firm CRD
- 23131