AdFi
LT

Larry Thomas Christiansen

Investment Adviser Representative at Osaic Wealth, Inc.

Portland, ORCRD #1010619Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
Exams Passed
13

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Larry Thomas Christiansen is an investment adviser representative with Osaic Wealth, Inc. in Portland, OR, where they have been registered since 2024. They have worked in the securities industry since 1984 and have been registered with 6 firms, including Securities America Advisors, Inc. and KMS Financial Services, Inc. They have passed 13 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Oregon.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Oregon
Broker:
10 states and territories

Alaska, California, Colorado, Illinois, Maryland, North Carolina, Ohio, Oregon, South Dakota, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/3/1995
Series 63
Uniform Securities Agent State Law Examination
Passed 10/10/1994
Series 52
Municipal Securities Representative Examination
Passed 9/25/2025
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 9/12/2005
Series 7
General Securities Representative Examination
Passed 10/5/1994
Series 5
Interest Rate Options Examination
Passed 12/12/1981
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 53
Municipal Securities Principal Examination
Passed 11/14/2002
Series 4
Registered Options Principal Examination
Passed 10/21/1997
Series 24
General Securities Principal Examination
Passed 5/28/1997
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 4/27/1984

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Osaic Wealth, Inc.Current
6/14/2024 – Portland, OR
Securities America Advisors, Inc.
11/6/2020 – 6/14/2024Portland, OR
KMS Financial Services, Inc
2/12/2010 – 11/6/2020Portland, OR
Wells Fargo Advisors, LLC
1/1/2008 – 2/12/2010Portland, OR
A. G. Edwards & SONS, Inc.
6/28/2004 – 1/1/2008Seattle, WA
First Citizens Investor Services, Inc.
9/17/1998 – 5/3/2004Raleigh, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. KMS Financial Services, Inc
    Jan 2010 – Nov 2020Seattle, WA
  2. Securities America, Inc.
    Nov 2020 – Jun 2024Portland, OR
  3. Securities America Advisors, Inc.
    Nov 2020 – Jun 2024Portland, OR
  4. Osaic Wealth, Inc.
    Jun 2024 – no end date reportedPortland, OR
  5. Osaic Wealth, Inc.
    Jun 2024 – no end date reportedPortland, OR

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Osaic Wealth, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$5,500 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Firm areas of expertise
Personal FinanceClient RelationshipsFinancial PlanningRisk Tolerance

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9,286
Offices listed on AdvisorFinder:
26
Main office:
Scottsdale, AZ
SEC file number:
801-54859

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Osaic Wealth, Inc.

Showing 12 of 9,286 in the directory

View Osaic Wealth, Inc. firm profile

Similar advisors in Portland, OR

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Larry Thomas Christiansen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Larry Thomas Christiansen (Osaic Wealth) - Advisor Profile