Nicole Marie Brunner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → 01/2024
  Woodbury Financial Services, Inc
  Oakdale, MN
• 05/2021 → 10/2021
  Prudential
  Plymouth, MN
• 02/2021 → 05/2021
  Saybrus Partners
  Hartford, CT
• 03/2013 → 02/2021
  Aig
  Houston, TX
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-02-08
• S63 Uniform Securities Agent State Law Examination
  2023-09-28

Other Names

• Nicole Marie Brunner
• Nicole Marie King