Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Breitenwischer is a financial advisor with Osaic Wealth, Inc. Brian has been a financial advisor for over 30 years and has extensive experience in the industry. Brian specializes in providing financial planning, investment advice, and retirement planning services to individuals and families. Brian's goal is to help his clients achieve their financial goals and to make the financial planning process easy and straightforward.
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
CO
01/24/2025 - Present
Osaic Wealth, Inc. (DENVER CO)
CO
01/11/2002 - 06/16/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (DENVER CO)
PA
02/05/1993 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
09/06/1988 - 01/21/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 05/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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