Brady Lenius (CRD# 7275445) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sturgeon Bay, WI and has over 3 years of experience in the finance industry.
CRD# 2274105
Rbc Capital Markets, LLC
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
CRD# 5157938
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Sturgeon Bay, WI | Jan 2024 - Current | < 1 |
| Lenius Insurance & Financial Services Inc. | Sturgeon Bay, WI | Jul 2020 - Current | 3 |
| Woodbury Financial Services Inc. | Sturgeon Bay, WI | Sep 2020 - Jan 2024 | 3 |
| C.h. Robinson | Madison, WI | Jan 2019 - Jun 2020 | 1 |
| University Of Wisconsin- Green Bay | Green Bay, WI | Feb 2016 - Dec 2018 | 2 |
| Saint Louis University | Saint Louis, MO | Jul 2015 - Dec 2018 | 3 |
| Sturgeon Bay High School | Sturgeon Bay, WI | Jul 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- 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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