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Christopher Geordon Lage

Advisor at OSAIC — Pelican Rapids, MN

Updated today

Credentials

Series 65, Series 63

Experience

7 years

Location

Pelican Rapids, MN 56572

OSAIC logo

OSAIC

Institution

Total advisors

7,856

Across 3,559 offices

Clients per advisor

72 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Christopher Lage is an investment advisor at OSAIC with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Royal Alliance since 2019. Prior to his advisory career, he operated Chris Lage Construction for seven years. Outside of finance, he owns and manages Lage Tree Farm LLC, which grows and sells Christmas trees and other tree species. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using various tools and programs to construct and manage diversified portfolios on either a discretionary or non-discretionary basis.

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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Pelican Rapids, MN

47 North Broadway

Pelican Rapids MN 56572

Advisors at this office

3

Most active in

Minnesota

Work history

7 years of industry experience

Royal Alliance

2021 - Present • 5 years

Pelican Rapids, MN

Retirement Advisory Services, Inc.

2019 - Present • 7 years

Pelican Rapids, MN

Advisornet Wealth Management

2019 - Present • 7 years

Minneapolis, MN

Chris Lage Construction

2012 - 2019 • 7 years

Fargo, ND

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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Gary L

CFP®, Series 63, Series 65

Pelican Rapids, MN

OSAIC

Gary Lage is a financial advisor with Osaic Wealth, Inc., holding the CFP® designation along with Series 63 and Series 65 licenses. He has 45 years of experience in the industry, including prior roles at Royal Alliance Associates, AdvisorNet Wealth Management, ProEquities, and Retirement Advisory Services, where he is a sole proprietor. Outside of advisory work, he owns an insurance business focused on fixed insurance products such as fixed life, disability, and annuities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services across numerous platforms, employing a variety of portfolio construction tools and offering access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew S

Series 66

Pelican Rapids, MN

Cetera

Andrew Sorum is a Series 66–licensed financial advisor with 12 years of experience, currently with Cetera. He has held roles at Cetera and Minnesota National Bank since 2014. Outside of advisory work, Sorum is active in his community, serving on the Pelican Rapids School Board, the United Way of Otter Tail and Wadena Counties board, and the local Rotary Club, as well as participating in economic development initiatives for Pelican Rapids. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates as a multi-manager platform with over 10,000 advisors and manages more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Seth L

Series 65, Series 63

Pelican Rapids, MN

OSAIC

Seth Lage is a financial advisor with Osaic based in Pelican Rapids, MN, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Osaic since 2019 and has a decade of involvement with Brewtus Brick House. Outside of his advisory role, he is a co-owner and investment advisor representative of Retirement Advisory Services Inc., where he also serves as an insurance producer handling annuity applications. OSAIC serves a diverse range of clients, including individual investors, corporations, pension plans, and charitable organizations, offering brokerage and advisory services through an extensive network of financial advisers. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

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