Brandon Troy Vandewalle

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 → 05/2021
  Rbc Capital Markets, Llc
  Davenport, IA
• 08/2018 → 05/2021
  City National Bank
  Davenport, IA
• 05/2021 → 01/2024
  Woodbury Financial Services Inc
  Bettendorf, IA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Bettendorf, IA

Previous Registrations

• 2021-05-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Bettendorf, IA
  Naples, FL
  Bettendorf, IA
• 2016-01-25 → 2021-06-02
  Rbc Capital Markets, Llc
  Bettendorf, IA

Other Businesses

1. HIGH POINT WEALTH MANAGEMENT POSITION: President / Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/03/2021 ADDRESS: 2205 Lundy Lane, Bettendorf IA 52722, United States DESCRIPTION: Discussing the Insurance products Life Insurance and LTC and discussing with a general agent. 2. WRITE CHOICE LLC POSITION: consultant NATURE: S Corp LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 19152 247th Ave, Bettendorf IA 52722, United States DESCRIPTION: Proof reading applications.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-25

Other Names

• Brandon Vandewalle