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Bradley Alan Arndt

Investment adviser representative at Osaic Wealth, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

15 years in the industry.

  1. Osaic Wealth, Inc.Jun 2024 to now
  2. First National Bank of NokomisJan 2011 to now
  3. Securities America AdvisorsSep 2020 to Jun 2024
  4. Securities America,inc.Sep 2020 to Jun 2024
  5. Midwestern Securities Trading Company, LLCJan 2011 to Sep 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
4395909
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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