Brian Eugene Leonard
Investment adviser representative at Osaic Wealth, Inc.
17 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
17 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- Appreciation FinancialOct 2023 to now
- Encompass More Asset Management LLCDec 2023 to Jan 2025
- Verus Capital Partners, LLCSep 2023 to Dec 2023
- Thrivent Investment Management Inc.May 2023 to Jul 2023
- Schwab Wealth Advisory, Inc.Jan 2023 to May 2023
- Charles Schwab & Co., Inc.May 2020 to Jan 2023
- Appreciation FinancialJan 2019 to May 2020
- MassmutualFeb 2018 to Feb 2019
- Scottsdale Christian ChurchNov 2009 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7028319
- Firm CRD
- 23131