Brandon Michael Lushene
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Osaic Fs, Inc.Jul 2024 to Jan 2025
- Equitable Advisors LLCJun 2023 to Jul 2024
- Appalachian State UniversityAug 2022 to May 2023
- Amf South Hills BowlingJun 2022 to Aug 2022
- Appalachian State Interfraternity CouncilNov 2021 to Jun 2022
- Appalachian State UniversitySep 2021 to Nov 2021
- Foggy Mountain Gem MineMay 2021 to Sep 2021
- Appalachian State UniversityMay 2019 to May 2021
- South Johnston High SchoolMay 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7771483
- Firm CRD
- 23131