Brian Eugene Leonard

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

• 01/2019 → 05/2020
  Appreciation Financial
  Scottsdale, AZ
• 02/2018 → 02/2019
  Massmutual
  Scottsdale, AZ
• 11/2009 → 02/2018
  Scottsdale Christian Church
  Scottsdale, AZ
• 05/2020 → 01/2023
  Charles Schwab &Amp; Co., Inc.
  Phoenix, AZ
• 01/2023 → 05/2023
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 05/2023 → 07/2023
  Thrivent Investment Management Inc.
  Scottsdale, AZ
• 09/2023 → 12/2023
  Verus Capital Partners, Llc
  Scottsdale, AZ
• 12/2023 → 01/2025
  Encompass More Asset Management Llc
  Danville, CA
• 10/2023 → Present
  Appreciation Financial
  Scottsdale, AZ
• 02/2025 → Present
  Osaic Wealth Inc
  Scottsdale, AZ

Previous Registrations

• 2024-01-02 → 2025-01-06
  Encompass More Asset Management Llc
  Danville, CA
  Scottsdale, AZ
• 2023-09-27 → 2023-12-18
  Verus Capital Partners, Llc
  Scottsdale, AZ
• 2023-05-24 → 2023-07-18
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Scottsdale, AZ
• 2023-02-23 → 2023-05-19
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 2021-06-10 → 2023-05-13
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Other Businesses

1. ASSURITY POSITION: Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2023 ADDRESS: 2000 Q Street, Lincoln NE 68503, United States DESCRIPTION: None - I get residual commissions from products sold 2. FINDLEY & ASSOCIATES POSITION: Director of Business Operations NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/14/2025 ADDRESS: 17015 N Scottsdale Rd, Suite 125, Scottsdale AZ 85255, United States DESCRIPTION: Oversee staff, liaison to advisors, lead in compliance for advisors 3. BRIAN LEONARD POSITION: Author NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2026 ADDRESS: 5102 E Kathleen Rd, Scottsdale AZ 85254, United States DESCRIPTION: I wrote a book called "Each One Train One" and it is now for sale on Lulu.com.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-09
• S63 Uniform Securities Agent State Law Examination
  2020-12-11

Other Names

• Brian Leonard
• Brian Eugene Leonard