Blake T Gleason
Investment adviser representative at Osaic Wealth, Inc.
13 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
13 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- University of Wisconsin River FallsAug 2017 to now
- LPL Financial LLCNov 2022 to Jun 2024
- Massmutual Life Insurance CompanyOct 2020 to Nov 2022
- MML Investors ServicesJun 2020 to Nov 2022
- Anderson LawnMay 2018 to Jun 2020
- American Leak DetectionJun 2017 to Aug 2017
- Hardware HankMay 2015 to May 2017
- Buffalo HighschoolAug 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7211328
- Firm CRD
- 23131