Brian Dee Knight

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

• 08/1999 → Present
  Osaic Wealth, Inc,
  Albuquerque, NM

Other Businesses

1. RIDGECREST PROPERTIES LLC POSITION: Other - Managing Director NATURE: Single Member - Limited Liability Company (LLC) INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2011 ADDRESS: 3849 Pitt Street NE, ALBUQUERQUE NM 87111-3518, United States DESCRIPTION: Look for opportunities to invest in commercial real estate. Currently Ridgecrest Properties does not own any real estate and does not have any real estate contracts. 2. BRIAN D. KNIGHT POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2012 ADDRESS: 3849 Pitt Street NE, Albuquerque NM 87111-3518, United States DESCRIPTION: ability to provide life, disability, and health insurance products to individuals and businesses with variable products, equity indexed annuities, and fixed annuities offered through Osaic Wealth, Inc. Member FINRA/SIPC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-20
• S63 Uniform Securities Agent State Law Examination
  1997-05-21

Other Names

• Knight