Brett David Murch

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

• 11/2011 → 06/2024
  Securities America, Inc
  Saint Louis, MO
• 11/2011 → 06/2024
  Securities America Advisors, Inc
  Saint Louis, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Saint Louis, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Saint Louis, MO

Previous Registrations

• 2011-11-09 → 2024-06-14
  Securities America Advisors, Inc.
  Saint Louis, MO
  St Louis, MO
  Fenton, MO
• 2010-10-18 → 2011-11-14
  New England Securities
  St. Louis, MO

Other Businesses

BRETT D. MURCH POSITION: Agent NATURE: BUSINESS NAME: BRETT D. MURCH, TITLE: AGENT, BUSINESS NATURE: INSURANCE SALES. - Investment Related - 10% TIME SPENT - Start Date: 1/2003 - Located at 5520 Murdoch Ave, Saint Louis, MO 63109-2865 INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2003 ADDRESS: 5520 Murdoch Ave., Saint Louis MO 63109, United States DESCRIPTION: Sale of insurance, primarily fixed annuities and life insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-07
• S63 Uniform Securities Agent State Law Examination
  2003-04-04

Other Names

• Brett Murch Guinn