Brandon Schneider
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.Mar 2025 to now
- OsaicFeb 2024 to now
- Macmillan AssociatesApr 2022 to now
- UnemployedNov 2021 to Apr 2022
- Kuka Assembly and TestSep 2019 to Oct 2021
- Nexteer AutomotiveJul 2017 to Aug 2019
- Saginaw Valley State UniversityAug 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, MO).
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
- 7731588
- Firm CRD
- 23131