Brook Nova Ledbetter
Investment adviser representative at Osaic Institutions, Inc.
12 yearsExperience
2 statesRegistered in
$6.5BFirm assets
19 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
12 years in the industry.
- Osaic Institutions, Inc.Mar 2022 to now
- Fortera Credit UnionAug 2021 to now
- H&r BlockNov 2021 to Apr 2022
- UnemployedMay 2021 to Jul 2021
- H&r BlockNov 2020 to Apr 2021
- First Horizon BankAug 2020 to Nov 2020
- UnemployedJun 2018 to Jul 2020
- Mccurleys National FlooringJan 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, TN).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 7511377
- Firm CRD
- 35371