Brad Kevin Leissring

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

• 11/2015 → 06/2024
  Securities America Inc
  Redgranite, WI
• 07/2011 → 12/2016
  Granite Microsystems Inc
  Mequon, WI
• 09/2016 → 06/2024
  Securities America Advisors, Inc.
  Redgranite, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Franklin, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Franklin, WI

Previous Registrations

• 2016-09-30 → 2024-06-14
  Securities America Advisors, Inc.
  Franklin, WI
  Redgranite, WI

Other Businesses

1) LEISSRING FINANCIAL SERVICES & INSURANCE - DBA ONLY 2) SAA ADVISORY POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 9/2016 - LOCATED AT 12216 W OAKWOOD DRIVE, FRANKLIN WI 53132 INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2016 ADDRESS: 12216 W Oakwood Drive, Franklin WI 53132 DESCRIPTION: All SAA Advisory duties

Exams

• S66 Uniform Combined State Law Examination
  2016-07-02

Other Names

• Brad Leissring