Bruck Hayden Henne

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

• 08/2016 → 05/2020
  University Of Mississippi (Student)
  Oxford, MS
• 05/2019 → 05/2020
  Northwestern Mutual
  Phoenix, AZ
• 05/2018 → 08/2018
  The Brooks Companies
  Phoenix, AZ
• 05/2020 → Present
  Henne Financial Group
  Phoenix, AZ
• 07/2021 → 01/2024
  Woodbury Financial Services Inc
  Scottsdale, AZ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-02-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Scottsdale, AZ

Other Businesses

1) THE HENNE FINANCIAL GROUP POSITION: Registered Representative NATURE: The Henne Financial Group, LLC is utilized as DBA and to provide life insurance services outside of broker/dealer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 165 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2023 ADDRESS: 6991 E Camelback Rd, Scottsdale AZ 85251, United States DESCRIPTION: I market, sell, and service a clientele utilizing securities and insurance. 2) THE BROOKS COMPANIES POSITION: Residential Real Estate Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2018 ADDRESS: 2410 E. Osborn Road, Suite 100, Phoenix AZ 85016, United States DESCRIPTION: Currently zero activity is spent here but I have held a real estate license for several years. I do not intend to be active in this OBA at all however from time to time will be asked to buy or sell a home for family or friends.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-09