Robert Broadhead (CRD# 5749421) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fitchburg, WI and has over 14 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Fitchburg, WI | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Madison, WI | Dec 2019 - Jan 2024 | 4 |
| Mml Investors Services, LLC | Madison, WI | Mar 2017 - Dec 2019 | 2 |
| Mass Mutual Life Insurance Company | Madison, WI | Jul 2016 - Nov 2019 | 3 |
| Metlife Securities | Middleton, WI | Sep 2015 - Mar 2017 | 1 |
| Oneamerica Securities | Brooklyn, WI | Feb 2013 - Sep 2015 | 2 |
| American United Life | Brooklyn, WI | Dec 2012 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- TX
- WI
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Total Assets Under Management94,558MILLIONS
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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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