This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

OASIS WEALTH PLANNING ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 3, 2025

First registration

Jan 13, 2025

Dual registered

no

Other names

KARISSA MCLAREN

IAPD individual key

7925817

• Occurred

  Mar 16, 2026
  Advisor changed firm

  Karissa Ann Mclaren left Savvy for Oasis Wealth Planning Advisors (registered 2026-03-05)

  Form ADVobserved 4 days ago
• Occurred

  Jun 16, 2025
  Advisor changed firm

  Karissa Ann Mclaren left Focus Financial for Savvy (registered 2025-06-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:be531114-b288-064c-e785-7488b6a6f3b1

First observed

Jan 13, 2025

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.