Brett Douglas Strauser
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
10 years in the industry.
- Osaic Wealth, Inc.May 2026 to now
- Sullivan BankDec 2022 to now
- Cetera Investment Advisers LLCFeb 2023 to May 2026
- Cetera Investment Services LLCDec 2022 to May 2026
- UnknownMay 2022 to Nov 2022
- Exoduspoint Capital ManagementJan 2021 to Apr 2022
- UnemployedJan 2020 to Dec 2020
- Citadel Global EquitiesDec 2017 to Dec 2019
- Trenchant Capital ManagementOct 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5850301
- Firm CRD
- 23131