Bradley Kirk Nelsen
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Jul 2024 to now
- OsaicApr 2024 to now
- Eugene Cohen Insurance AgencyAug 2022 to now
- Allstate FinancialDec 2021 to Aug 2022
- UnemployedJul 2021 to Nov 2021
- New York Life Insurance CompanyMar 2018 to Jun 2021
- Nylife Securities LLCMar 2018 to Jun 2021
- Nylife Distributors LLCApr 2015 to Mar 2018
- New York Life Insurance CompanyApr 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5897274
- Firm CRD
- 23131