Drew Robert Finley haag
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.Jan 2025 to now
- Wandos Bar and GrillOct 2018 to Apr 2019
- Lincoln Financial Advisors CorporationMay 2018 to Jan 2025
- Maple Bluff Country ClubMay 2017 to Aug 2019
- University Ridge Golf CourseMay 2017 to Sep 2017
- University of Wisconsin - MadisonSep 2016 to May 2020
- Under ArmourJul 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6946542
- Firm CRD
- 23131