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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dennis Boesiger is a financial professional with over 23 years of experience in the industry. Brian has been with Osaic Wealth, Inc. since September 2023. Prior to that, Brian was with SAGEPOINT FINANCIAL, INC. for almost 9 years. Brian's experience and expertise span several areas including financial planning, pension consulting, and portfolio management for both individuals and businesses. Brian holds the Series 6 and Series 63 licenses and the SIE exam. Brian's commitment to providing comprehensive financial guidance and support is evident in their dedication to serving a diverse range of clients.
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.
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2
NE
09/01/2023 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
10/23/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LINCOLN NE)
NE
01/15/2002 - 10/31/2014
NEW ENGLAND SECURITIES (LINCOLN NE)
MN
03/06/2000 - 01/28/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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