Bryan Michael Shank
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.Aug 2026 to now
- Ameritas Advisory Services, LLCJan 2026 to Jul 2026
- Ameritas Investment Company, LLCJan 2026 to Jul 2026
- Ameritas Wealth AdvisorsDec 2025 to Jul 2026
- AmazonNov 2025 to Dec 2025
- Costco Wholesale CorpNov 2025 to Dec 2025
- Charles Schwab & Co., Inc.Aug 2023 to Oct 2025
- TD AmeritradeJan 2018 to Sep 2023
- ConvergysAug 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6897802
- Firm CRD
- 23131