Brett Gregory Blackwood
Investment adviser representative at Osaic Wealth, Inc.
14 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
14 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- Hornor, Townsend & Kent, LLCSep 2022 to Feb 2025
- Penn Mutual Life Insurance CompanyAug 2021 to Feb 2025
- Stoppel DirtSep 2020 to Jun 2021
- Advanced Sprayfoam InsulationMay 2020 to Jan 2021
- Oklahoma Panhandle State UniversityAug 2019 to May 2020
- Kansas State UniversityAug 2018 to May 2019
- Garden City Community CollegeAug 2016 to May 2018
- Blackwood RanchJan 2012 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7614241
- Firm CRD
- 23131