Brennan Baize (CRD# 7559834) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bonita Springs, FL and has 1 year of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Yorktown, IN | Aug 2023 - Current | < 1 |
| Baize Financial Concepts | Yorktown, IN | Dec 2022 - Current | 1 |
| Royal Alliance Associates, Inc. | Yorktown, IN | Dec 2022 - Current | 1 |
| Park Avenue Securities LLC | Fort Myers, FL | Aug 2022 - Dec 2022 | < 1 |
| Guardian Life Insurance Company Of America | Fort Myers, FL | Jan 2022 - Dec 2022 | < 1 |
| Florida Gulf Coast University | Fort Myers, FL | Aug 2021 - Jan 2022 | < 1 |
| Scotlynn Usa Division | Fort Myers, FL | May 2021 - Aug 2021 | < 1 |
| Florida Gulf Coast University | Fort Myers, FL | Mar 2021 - May 2021 | < 1 |
| Shipt | Fort Myers, FL | Mar 2020 - Mar 2021 | 1 |
| Florida Gulf Coast University | Fort Myers, FL | Aug 2019 - Mar 2020 | < 1 |
| The Players Club At Woodland Trails | Yorktown, IN | May 2019 - Aug 2019 | < 1 |
| Florida Gulf Coast University | Fort Myers, FL | May 2018 - May 2019 | 1 |
| Baize Financial Concepts | Muncie, IN | Aug 2017 - May 2018 | < 1 |
| Yorktown Community Schools | Yorktown, IN | Jan 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- FL
- IN
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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