Brandon Graber (CRD# 6242515) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roberts, WI and has over 10 years of experience in the finance industry.
CRD# 6586021
Edward Jones
CRD# 3207484
Raymond James Financial Services Advisors, Inc.
CRD# 5393406
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Roberts, WI | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Menomonie, WI | Dec 2020 - Jan 2024 | 3 |
| Voya Financial Advisors | Hudson, WI | Sep 2014 - Dec 2020 | 6 |
| Ing Financial Partners | Hudson, WI | Nov 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- 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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