Braden Wayne Givens
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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
12 years in the industry.
- Osaic Wealth, Inc.Jun 2026 to now
- The Rudd Company, LLCJan 2024 to May 2026
- 360 Wealth PartnersFeb 2023 to Jan 2024
- Advisor Resource CouncilFeb 2023 to Jan 2024
- LPL FinancialFeb 2023 to Jan 2024
- Cwm, LLC dba Carson PartnersFeb 2022 to Feb 2023
- Cwm, LLCJan 2022 to Feb 2023
- Cetera Advisor NetworksMay 2021 to Feb 2023
- Door DashDec 2020 to Jan 2021
- Armstrong Purselley Wealth Management GroupMay 2019 to Feb 2023
- Btp ServicesApr 2019 to May 2019
- UnemployedFeb 2019 to Apr 2019
- UberJan 2019 to Feb 2019
- Moneta GroupJan 2018 to Feb 2019
- Hfs Wealth ManagementJun 2017 to Aug 2017
- Texas Tech UniversityAug 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7125705
- Firm CRD
- 23131