Brian Borden
Investment adviser representative at Osaic Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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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 WealthAug 2024 to now
- Osaic Advisory Services, LLCJun 2024 to now
- Associated Trust CompanyJun 2019 to May 2024
- Marine Credit UnionMay 2018 to Jun 2019
- Krueger InternationalFeb 2018 to May 2018
- Uw-green BaySep 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7942622
- Firm CRD
- 171070