Adviser and broker representative · Osaic Institutions, Inc.
Kari Vien
CRD 7463997 · Grand Forks, ND
At a glance
Kari Vien is an investment adviser representative with Osaic Institutions, Inc. in Grand Forks, ND, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kari’s SEC record dates to 2022, about 4 years ago. Kari is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Osaic Institutions, Inc.Since July 2022Grand Forks, ND · $6.5B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kari’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.