Alexander James Brinkman
Investment adviser representative at Osaic Advisory Services, LLC
8 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 yearsFirm in business
Are you Alexander James Brinkman? Claim your profile
Contact this firm
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
8 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Arbor Point AdvisorsMay 2024 to Nov 2024
- Securities America, Inc.May 2024 to Jun 2024
- Fidelity InvestmentsDec 2021 to Apr 2024
- Bank of America, N.A.Oct 2016 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NE).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6330261
- Firm CRD
- 171070