Brett Hansen Buckley
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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 Advisory Services, LLCNov 2025 to now
- Osaic Institutions, Inc.Nov 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Mar 2024 to Jun 2024
- Ameriprise Financial Services, LLCOct 2021 to Mar 2024
- Idaho Central Credit UnionFeb 2013 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (ID).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7454798
- Firm CRD
- 171070