Portland, OR Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,831

Across 3,556 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Osaic Wealth, Inc. serves a broad mix of retail and institutional clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations — through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, advisor‑managed portfolios, and access to third‑party money managers and wrap programs.

The firm’s advisers use firm‑provided asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs and alternative investments; accounts can be managed on either a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Osaic also supports legacy platform programs and transitions (including accounts transferred from prior mergers) and makes available third‑party services such as Envestnet and SEI for model and managed‑account solutions.

What is noteworthy about Osaic relative to many peers is its complex corporate and platform footprint — including multiple mergers that consolidated broker‑dealer and RIA businesses, significant private‑equity ownership, and an established connection to an alternative‑investment distribution platform — and its use of a variety of third‑party commercial arrangements (revenue sharing, platform payments and other referral or structuring arrangements). The firm has also disclosed multiple regulatory enforcement matters in recent years (including SEC orders and penalties) and maintains advisor recruitment and transition programs and lender‑linked services (sweep and lending arrangements and advisor loan/acceleration incentives) that create identifiable conflicts of interest which the firm discloses and says it manages.

Based on OSAIC

Expertise

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

Based on OSAIC

Occupation focus

Founder/Business Owner Executive

Based on OSAIC

Location

Portland OR

Advisors at this office

5

Advisors at this office

user avatar

Larry C

CFP®, Series 63, Series 65

Portland, OR

OSAIC

Larry Christiansen is a CFP® professional with 42 years of industry experience, currently affiliated with OSAIC in Portland, OR. His prior experience includes ten years at KMS Financial Services, Inc. and four years with Securities America Advisors, Inc. Christiansen operates a separate business under the name Zephyr Investments & Planning Services. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of financial and investment advisory services through a large network of advisers. The firm employs various asset-allocation tools and platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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

Georgette B

Series 66

Portland, OR

OSAIC

Georgette Blomquist is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 19 years. Outside of her advisory role, she coaches racquetball for a girls’ high school team. OSAIC serves a diverse client base including individual and institutional investors by providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a range of investment products and supports both discretionary and non-discretionary account management.

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

Larry K

ChFC®, Series 63, Series 65

Portland, OR

OSAIC

Larry Knisley is a financial advisor with OSAIC, holding the Chartered Financial Consultant (ChFC®) designation and Series 63 and 65 licenses. He has 55 years of industry experience and has worked at firms including Sagepoint Financial, Inc. and American General Securities Incorporated. Knisley is also the owner of Pacific Cascades Financial Group, where he sells insurance products and manages agents. Additionally, he serves as treasurer and board member of Reclaiming Hope Ranch, a nonprofit providing support to children with foster care and adoption backgrounds. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes firm‑provided tools and third‑party platforms to construct diversified portfolios managed on discretionary or non‑discretionary bases.

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

Thomas M

Series 63, Series 66

Portland, OR

OSAIC

Thomas Markham is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and was previously affiliated with Securities America Advisors, Inc. for 19 years and SECURITIES AMERICA, Inc. for 33 years. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs tools such as asset-allocation models, risk assessments, and automated rebalancing to manage portfolios that include a broad array of investment types.

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

Mary G

Series 63, Series 65

Portland, OR

OSAIC

Mary Gordon is a financial advisor at OSAIC with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at StanCorp Equities, Inc. and has been affiliated with The Standard for several years. OSAIC serves a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations, offering a range of advisory services supported by firm-provided asset allocation tools and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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