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Brandon Keith Cass

Osaic Wealth, Inc.

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About Brandon Keith Cass

Brandon Cass is a financial advisor with Osaic Wealth, Inc. Brandon has been in the financial services industry since 2005. Brandon has a Series 66, Series 7, and Series 24 licenses. Brandon has been registered with FINRA and the state of California since 2023. Brandon previously worked at SagePoint Financial, Inc., D.A. Davidson & Co., Crowell Weedon & Co., and Crowell, Weedon & Co.

Firm Information

Brandon Cass 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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Brandon Cass’s Registration & Firm History

CA

06/10/2024 - Present

Osaic Wealth, Inc. (CARLSBAD CA)

CA

01/20/2015 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)

CA

11/25/2013 - 01/21/2015

D.A. DAVIDSON & CO. (CARLSBAD CA)

CA

11/04/2013 - 11/25/2013

CROWELL WEEDON & CO. (CARLSBAD CA)

CA

06/23/2005 - 11/04/2013

CROWELL, WEEDON & CO. (CARLSBAD CA)

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Licenses & Designations

BOTH

Issued 08/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brandon Keith Cass. Review regulatory record here.
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