Calli Shafer
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Calli Shafer? Claim your profile
Contact this firm
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
14 years in the industry.
- Osaic Wealth, Inc.Sep 2023 to now
- Lawrence Wealth ManagementJun 2022 to now
- Sagepoint FinancialJul 2022 to Sep 2023
- Washington State UniversitySep 2021 to Apr 2022
- Draft RepublicMay 2021 to Aug 2021
- Ruffalo Noel LevitzSep 2020 to Sep 2021
- Chipotle Mexican GrillJun 2020 to Aug 2020
- Chipotle Mexican GrillMay 2019 to Aug 2019
- Full-time EducationJul 2012 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7564665
- Firm CRD
- 23131