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Dennis Matthew Burrage

Investment adviser representative at Osaic Wealth, Inc.
12 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

12 years in the industry.

  1. Osaic Wealth, Inc.Aug 2025 to now
  2. Denver Christian High SchoolAug 2024 to Mar 2026
  3. Valor Christian High SchoolOct 2021 to Mar 2023
  4. University of Colorado BoulderAug 2021 to Aug 2025
  5. Valor Christian High SchoolAug 2017 to May 2021
  6. Rocky Heights Middle SchoolAug 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
8144192
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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