Kristian Anders Swanson
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.Jan 2024 to now
- Woodbury Financial Services IncNov 2023 to Jan 2024
- Woodbury Financial Services IncMay 2022 to Aug 2023
- Grove Point Advisors, LLCSep 2021 to May 2022
- Grove Point Investment, LLCJun 2021 to May 2022
- Equitable Advisors, LLCJul 2020 to Jan 2021
- Pearl InsuranceJul 2019 to Nov 2019
- The Fish HouseJul 2010 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7238126
- Firm CRD
- 23131