Brent Andrew Hann
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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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
11 years in the industry.
- Osaic Institutions, Inc.Mar 2026 to now
- &partnersOct 2024 to Feb 2026
- Wells Fargo Clearing Services, LLCNov 2021 to Oct 2024
- UnemployedJul 2021 to Oct 2021
- Linden Thomas & Company Securities, LLCDec 2020 to Jul 2021
- The Leaders Group IncSep 2018 to Dec 2020
- The Smith Companies/capitas FinancialSep 2018 to Dec 2020
- UnemployedJul 2018 to Aug 2018
- AXA Distributors, LLCNov 2016 to Jul 2018
- Aon Hewitt Financial AdvisorsAug 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 5766741
- Firm CRD
- 35371