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Brenna Rachel Chenoweth

Osaic Wealth, Inc.

Lamar, CO

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-23
FL RA APPROVED 2024-07-03
CO RA APPROVED 2018-11-02
  • TX RA
    APPROVED_RES
    Since 2025-05-23
  • FL RA
    APPROVED
    Since 2024-07-03
  • CO RA
    APPROVED
    Since 2018-11-02

Branch Locations

7809 County Hwy 196, Lamar, CO 81052 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Core Financial Springfield CO 11/2011 Present
Brenna Chenoweth Dba Core Financial Springfield CO 05/2015 Present
Brenna Chenoweth Lamar CO 09/2015 04/2018
Signator Investors, Inc. Lamar CO 05/2016 11/2018
Osaic Wealth, Inc. Lamar CO 11/2018 Present
  • 11/2011 → Present
    Core Financial
    Springfield, CO
  • 05/2015 → Present
    Brenna Chenoweth Dba Core Financial
    Springfield, CO
  • 09/2015 → 04/2018
    Brenna Chenoweth
    Lamar, CO
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Lamar, CO
  • 11/2018 → Present
    Lamar, CO
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Cedar Rapids, IA
    Lamar, CO
    Springfield, CO
    Rochester, MN
  • 2015-07-20 → 2016-05-13
    Cedar Rapids, IA
    Lamar, CO
    Springfield, CO
    Cedar Rapids, IA
Other Businesses

1. BRENNA CHENOWETH- RENTAL PROPERTY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2019 ADDRESS: 7799 State Hwy 196, Lamar CO 81052, United States DESCRIPTION: Rental Properties that came with our home purchase that we rent out as rentals. Three total rentals 2. CORE FINANCIAL ADVISORS, INC DBA CORE FINANCIAL POSITION: Owner and agent NATURE: S Corp CORE FINANCIAL ADVISORS, Inc. DBA Core Financial. This business is not held out to the public in any name other than Core Financial. INSURANCE AGENT SELLING LIFE, HEALTH, LONG TERM CARE, DISABILITY, SENIOR PRODUCTS (MEDICARE SUPPLEMENTS, MEDICARE ADVANTAGE, PRESCRIPTION DRUG PLANS), INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 11/01/2011 ADDRESS: 7809 County Hwy 196, Lamar CO 81052, United States DESCRIPTION: INSURANCE RELATED /HEALTH, LONG TERM CARE, DISABILITY, SENIOR PRODUCTS (MEDICARE SUPPLEMENTS, MEDICARE ADVANTAGE, PRESCRIPTION DRUG PLANS). Mainly Group plans with some individual plans. 3. BRENNA CHENOWETH DBA CORE FINANCIAL POSITION: Investment Advisor Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2015 ADDRESS: 200 S 5th Street, Lamar CO 81052, United States DESCRIPTION: Sales and service for investment related products 4. CORE FINANCIAL POSITION: agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 11/01/2011 ADDRESS: 200 S 5th St, Lamar CO 81052, United States DESCRIPTION: Selling individual Life, Fixed Annuities, Long Term Care and Disability. 5. POWER OF ATTORNEY FOR JAIDYN BRANOM, DAUGHTER POSITION: Power of Attorney NATURE: Power of Attorney for child over the age of 18. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2023 ADDRESS: 7799 State Hwy 196, Lamar CO 81052, United States DESCRIPTION: Power of Attorney in case needed for adult child, Jaidyn Branom 6. CORE FINANCIAL ADVISORS, INC. POSITION: Owner NATURE: Core Financial Advisors, Inc- S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2024 ADDRESS: 7809 County Hwy 196, Lamar CO 81052, United States DESCRIPTION: Duties are Medicare Consultant, helping clients navigate and give advice for Medicare, and charge a fixed fee for clients when carrier does not pay commission to me.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-11
  • S66 Uniform Combined State Law Examination
    2015-07-11
Other Names
  • Brenna Rachel Chenoweth
  • Brenna Rachel Barrow

View on SEC IAPD

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