Tristan Largent
Investment adviser representative at Osaic Wealth, Inc.
12 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
12 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial AdvisorsApr 2024 to Jan 2025
- The Capital GroupJun 2023 to Apr 2024
- Richmond Investment ServicesSep 2021 to May 2023
- Dreger Lawn CareMay 2020 to Aug 2021
- Concordia University WisconsinAug 2018 to May 2023
- PaneraNov 2017 to Jul 2018
- Pizza RanchApr 2016 to Jun 2017
- Verona Area High SchoolApr 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7444542
- Firm CRD
- 23131