Brandon Scott Donkersgoed

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

• 06/2007 → Present
  Pres House
  Madison, WI
• 05/2007 → Present
  Brandon Donkersgoed Cpa Llc
  Marshall, WI
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 07/2011 → 09/2022
  First Allied Securities Inc.
  San Diego, CA
• 11/2020 → 09/2022
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → 01/2024
  Woodbury Financial Services Inc
  Sun Prairie, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Sun Prairie, WI

Previous Registrations

• 2022-09-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Sun Prairie, WI
• 2020-11-12 → 2022-09-07
  Cetera Investment Advisers Llc
  Sun Prairie, WI
• 2012-07-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Sun Prairie, WI
  Sun Prairie, WI
• 2012-03-13 → 2012-07-02
  First Allied Securities, Inc.
  Sun Prairie, WI

Other Businesses

1) LEGACY TAX & FINANCIAL SERVICES INC POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2011 ADDRESS: 707 LOIS DR, SUN PRAIRIE WI 53590-1177, United States DESCRIPTION: Owner, perform all business functions including preparing tax returns, processing payroll, performing bookkeeping/accounting services and investment management for clients. 2) PICK 6 PROPERTIES LLC POSITION: Member NATURE: Investment Real Estate LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 08/29/2017 ADDRESS: 3004 Pheasant Run, Cottage Grove WI 53527, United States DESCRIPTION: Manage rental property and review future real estate investment opportunities 3) SYB HOLDINGS LLC POSITION: Member NATURE: LLC - Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2023 ADDRESS: 3004 Pheasant Run, Cottage Grove WI 53527-9733, United States DESCRIPTION: Accounting work, keeping the books, collecting rent and paying bills related to the rental property

Exams

• S66 Uniform Combined State Law Examination
  2011-12-01