Bailey Stephen Breidenbach
Investment adviser representative at Osaic Wealth, Inc.
21 yearsExperience
2 statesRegistered 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
21 years in the industry.
- Osaic Wealth, Inc.Jul 2022 to now
- Journey Financial Solutions GroupAug 2020 to now
- Breidenbach Property ImprovementsJun 2020 to now
- Royal Alliance Associates, Inc.Jan 2022 to Jul 2022
- Great Lakes Ace HardwareNov 2018 to Aug 2020
- Meadowbrook ParkJun 2017 to Dec 2019
- Tim Zoeller EnterprisesMay 2017 to Aug 2017
- Unemployed / StudentJul 2001 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, SC).
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
- 7285903
- Firm CRD
- 23131