Brett Valentine
Investment adviser representative at Osaic Wealth, Inc.
12 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
12 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- ProagricaDec 2019 to now
- Woodbury Financial Services IncMay 2023 to Jan 2024
- PaycomSep 2018 to Dec 2019
- AflacJun 2017 to Sep 2018
- Holy Foods LLCFeb 2017 to Jan 2018
- University of OklahomaAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7740516
- Firm CRD
- 23131