Brenda Lea Ferry

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-07
MN	RA	APPROVED	2024-01-19

FL RA
APPROVED

Since 2026-08-07
MN RA
APPROVED

Since 2024-01-19

Branch Locations

Ocala, FL • United States

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Woodbury Financial Services	Oakdale	MN	08/2011	01/2024
Osaic Wealth, Inc.	Oakdale	MN	01/2024	Present
Osaic Wealth, Inc.	Scottsdale	AZ	08/2024	Present

08/2011 → 01/2024

Woodbury Financial Services

Oakdale, MN
01/2024 → Present

Osaic Wealth, Inc.

Oakdale, MN
08/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2018-07-29 → 2024-01-19

Woodbury Financial Services, Inc.

Oakdale, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-05-22
S63	Uniform Securities Agent State Law Examination	2001-03-26

S66 Uniform Combined State Law Examination

2017-05-22
S63 Uniform Securities Agent State Law Examination

2001-03-26

Other Names

Brenda Lea Lindloff

View on SEC IAPD