Bradley Alan Mentzer
Investment adviser representative at Osaic Wealth, Inc.
29 yearsExperience
1 stateRegistered in
PFSDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Osaic Wealth, Inc.Jul 2023 to now
- OsaicJul 2023 to now
- Brad Mentzer Financial AdviserOct 2011 to now
- Bradley A. Mentzer, CpaOct 2011 to now
- Mentzer & Company, PcDec 1997 to now
- Avantax Advisory ServicesJun 2021 to Jul 2023
- Avantax Insurance Agency And/or Avantax Insurance Services.Jun 2021 to Jul 2023
- Avantax Insurance Agency, LLCJun 2021 to Jul 2023
- Avantax Investment Services, Inc.Jun 2021 to Jul 2023
- Cetera Investment Advises LLCJan 2002 to Jun 2021
- Cetera Financial Specialists LLCDec 1998 to Jun 2021
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (PA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3174318
- Firm CRD
- 23131