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Bradley Allen Ober

Osaic Wealth, Inc.

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About Bradley Allen Ober

Bradley Ober is a financial advisor with over 30 years of experience in the financial services industry. Currently, Bradley is registered with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc., Bradley held positions with Woodbury Financial Services, Inc., VOYA Financial Advisors, Inc., P.J. Robb Variable Corporation, MetLife Investors Distribution Company, Lincoln Financial Distributors, Inc., Hartford Equity Sales Company Inc., Global Financial Group, Inc., Schneider Securities, Inc., Paulson Investment Company, Inc., and Mathews, Holmquist & Associates, Inc.. Bradley has a strong understanding of the financial markets and is committed to providing personalized financial advice to his clients. Bradley is licensed to provide investment advice in Arizona, Colorado, Florida, Minnesota, Nevada, New Mexico, South Dakota, Texas, Vermont, and Wisconsin.

Firm Information

Bradley Ober is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Ober’s Registration & Firm History

MN

01/19/2024 - Present

Osaic Wealth, Inc. (ST PAUL MN)

MN

01/26/2015 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (ST PAUL MN)

MN

04/30/2012 - 01/27/2015

VOYA FINANCIAL ADVISORS, INC. (EDINA MN)

TN

04/02/2009 - 02/07/2012

P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)

CT

11/01/2006 - 03/20/2009

METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)

PA

04/23/2002 - 11/07/2006

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

CT

07/19/2001 - 04/24/2002

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

MN

02/01/1999 - 07/12/2001

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

10/09/1996 - 01/25/1999

GLOBAL FINANCIAL GROUP, INC. (MINNEAPOLIS MN)

CO

01/26/1995 - 10/11/1996

SCHNEIDER SECURITIES, INC. (DENVER CO)

OR

05/03/1994 - 01/30/1995

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

NA

06/20/1991 - 05/05/1994

MATHEWS, HOLMQUIST & ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 03/16/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Allen Ober.
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