Brennan
Baize
Osaic Wealth, Inc
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About this Advisor
Brennan Baize is a financial advisor based in Bonita Springs, Florida, working with Osaic Wealth, Inc. Brennan has previously held positions at Yorktown Community Schools, Baize Financial Concepts, Florida Gulf Coast University, The Players Club At Woodland Trails, Shipt, Scotlynn Usa Division, Guardian Life Insurance Company Of America, Park Avenue Securities LLC, Royal Alliance Associates, Inc, and Osaic Wealth, Inc. Brennan has passed the Series 66 regulatory exam and is registered to provide services in Florida and Indiana. Currently, Brennan is part of Osaic Wealth, Inc, which operates out of Bonita Springs, Florida. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brennan Baize Work History
Osaic Wealth, Inc
Baize Financial Concepts
Royal Alliance Associates, Inc
Guardian Life Insurance Company Of America
Park Avenue Securities LLC
Florida Gulf Coast University
Scotlynn Usa Division
Florida Gulf Coast University
Shipt
The Players Club At Woodland Trails
Florida Gulf Coast University
Florida Gulf Coast University
Baize Financial Concepts
Yorktown Community Schools
Disclosures
Please visit the SEC profile of Brennan Baize to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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