Bryan Haver, financial advisor Los Alamos NM

Bryan Haver

CRD Number: 2210389
Current Firm: Osaic Wealth, Inc.

Bryan Haver (CRD# 2210389) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Los Alamos, NM and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Los Alamos, NM Jan 2024 - Current < 1
Woodbury Financial Services, Inc. Tucson, AZ Mar 2019 - Current 5
Missing In America Project Sierra Vista, AZ Oct 2015 - Current 8
Huntfishtrek.com, LLC Tucson, AZ Jan 2014 - Current 10
Woodbury Financial Services, Inc. Tucson, AZ Mar 2019 - Jan 2024 4
Questar Capital Corporation Minneapolis, MN Jun 2017 - Mar 2019 1
Questar Asset Management Minneapolis, MN Jun 2017 - Mar 2019 1
Waddell & Reed, Inc. Tucson, AZ Sep 2014 - May 2017 2
Various Insurance Carriers For W&r Insurance Agencies Tucson, AZ Sep 2014 - May 2017 2
United Healthcare Tucson, AZ Sep 2014 - May 2017 2
Aetna Tucson, AZ Sep 2014 - May 2017 2
Healthnet Tucson, AZ Sep 2014 - May 2017 2
United Health One Tucson, AZ Sep 2014 - May 2017 2
Blue Cross Tucson, AZ Sep 2014 - May 2017 2
Tucson Glbt Chamber Of Commerce Tucson, AZ Jan 2015 - Aug 2016 1
Us Army Ft. Bliss, TX May 1991 - Aug 2016 25
Unemployed Tucson, AZ Jul 2014 - Sep 2014 < 1
Pruco Securities ,llc Tucson, AZ Jan 1992 - Jul 2014 22
The Prudential Insurance Company Of America Tucson, AZ Jan 1992 - Jul 2014 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Jan 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bryan S. Haver
Phone Number: 800-821-5100 EXT. 5389
Firm Website: https://www.sfcorps.com
Registered State(s):
  • AZ
  • NM
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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