Unclaimed
Brian Honn is a financial advisor with Osaic Wealth, Inc., specializing in financial planning, portfolio management, and pension consulting. Brian has been in the industry since 1992. Brian is registered in 10 states and offers a variety of services to individuals, businesses, and institutions. Osaic Wealth, Inc. is a large firm with a wide range of services and a commitment to providing personalized advice. Brian is dedicated to helping clients 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
MN
01/19/2024 - Present
Osaic Wealth, Inc. (MINNEAPOLIS MN)
MN
05/07/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/12/2004 - 04/30/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MO
05/11/1998 - 11/23/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
09/01/1994 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
07/19/1993 - 09/01/1994
HAMILTON INVESTMENTS, INC.
NA
04/23/1993 - 07/19/1993
CRAIG-HALLUM, INC.
MN
02/20/1992 - 05/06/1993
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
BC
Issued 2/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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