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Christina Lynn Wilson

Advisor at OSAIC — Wichita, KS East 32nd Street North

Updated today

Credentials

Series 63, Series 66

Experience

29 years

Location

Wichita, KS 67226

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,556 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Christina Wilson is a financial advisor with OSAIC in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior work includes roles at New York Life insurance company, NyLife Securities, LLC, Paulseen Financial, and Eagle Strategies. Outside of advising, she volunteers as a notary public and works part-time in retail at Cabelas. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services using a variety of investment tools and platforms, including model portfolios and third-party managed accounts.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

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Wichita, KS East 32nd Street North

8111 East 32nd Street North, Suite 106

Wichita KS 67226

Advisors at this office

11

Most active in

Kansas

Work history

29 years of industry experience

NoxNumis

2026 - Present • 1 year

Wichita, KS

Osaic Wealth Inc

2026 - Present • 1 year

Wichita, KS

Unemployed

2026 - 2026 • 1 year

Augusta, KS

Eagle Strategies (NY Life)

2018 - 2026 • 8 years

Wichita, KS

New York Life Insurance Company

2005 - 2026 • 21 years

Wichita, KS

NYLIfe Securities, LLC

2005 - 2026 • 21 years

Wichita, KS

Paulseen Financial

2005 - 2026 • 21 years

Wichita, KS

Ameriprise

1997 - 2003 • 6 years

Wichita, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nathaniel O

CFP®, Series 63, Series 65, CIMA®

Wichita, KS

Primerica Advisors

Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stacey A

Series 66

Wichita, KS

American Freedom Investments, LLC

Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Annuities
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Fred L

Series 63, Series 65

Wichita, KS

Farrecian Investments Inc

Fred Liebau Jr. is an independent financial advisor at Farrecian Investments Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LG Advisory Group, United Planners Financial Services, and his own sole proprietorship. In addition to advisory services, he is a licensed insurance agent involved in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities with a focus on managing variable annuity and variable life subaccounts, financial planning, and consulting. The firm typically provides non-discretionary portfolio assembly and monitoring, financial plans, and referrals to third-party money managers, managing about $11.55 million for roughly 43 clients.

Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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Rayan H

Series 65

Wichita, KS

Baumont Capital LLC

Rayan Hajj Ali is a financial advisor at Baumont Capital LLC in Wichita, KS, holding a Series 65 designation and beginning his career in the industry. Prior to his role in financial advising, he has worked at firms including Mid-Continent Instruments & Avionics and Airbus, with additional experience in academic and technical positions. Baumont Capital LLC provides discretionary portfolio management and investment consultation to individuals, retirement accounts, trusts, and high-net-worth clients. The firm employs a variety of investment strategies across U.S. and international equities, fixed income, ETFs, and selected digital assets, tailoring portfolios to client objectives using multiple analytical approaches.

Active portfolio management Factor investing / smart beta
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Jonathan H

CFP®, Series 65

Wichita, KS

Wichita Wealth Management, LLC

Jonathan Harner is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Wichita Wealth Management, LLC since 2016. The firm serves individual investors, couples, families, and small businesses with ongoing wealth management, financial planning, and retirement-plan services. Operating as a fee-only fiduciary, the firm focuses on asset allocation and a long-term buy-and-hold strategy using no-load mutual funds and ETFs, providing tailored advisory services across various financial planning needs.

General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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James A

Series 65, Series 63

Andover, KS

Tartan Financial Group, LLC

James Allen is a financial advisor at Tartan Financial Group, LLC with 14 years of industry experience. His prior work includes roles at Morgan Stanley and Pegasus Capital Management. In addition to his advisory work, Allen acts as an independent insurance agent. Tartan Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, trading strategies, and a distinctive pension consulting practice.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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