Brent Bridenback
Brent Bridenback is a registered investment advisor at Osaic Wealth, INC., based in Cle Elum, WA, with 22 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Cle Elum, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent sells fixed insurance products since 2020, dedicating minimal time to this activity. This activity is investment-related and conducted at the branch location.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Umpqua Investments, INC.Broker
Umpqua Investments, INC.
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Key Investment Services LLCBroker
Key Investment Services LLC
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.