Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Waznik is an Investment Advisor Representative at Osaic Wealth, Inc.. Bradley has been in the financial services industry since September 23, 1987. Bradley is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Bradley is registered to conduct business in 33 states and is also registered as an Investment Advisor Representative in 5 states. Bradley has a diverse range of experience in the financial services industry, having worked with several other firms prior to joining Osaic Wealth, Inc.. Bradley is a dedicated and experienced financial professional committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (MENOMONIE WI)
WI
06/14/2004 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MENOMONIE WI)
NY
03/02/1998 - 06/17/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
06/07/1996 - 03/02/1998
DAIN RAUSCHER INCORPORATED
WI
10/24/1994 - 06/07/1996
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
MN
03/01/1993 - 10/25/1994
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
WI
12/24/1990 - 03/02/1993
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
NA
10/06/1988 - 02/15/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
MN
10/06/1988 - 02/15/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/24/1987 - 02/15/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
08/15/1988 - 08/22/1988
FIRST BANKERS SECURITIES CORPORATION
IA
Issued 09/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bradley Waznik is the right advisor for you? Invested Better is here to help.
