Braden Wayne Givens

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

• 06/2026 → Present
  Osaic Wealth, Inc.
  Fort Worth, TX
• 08/2014 → 12/2017
  Texas Tech University
  Lubbock, TX
• 06/2017 → 08/2017
  Hfs Wealth Management
  Dallas, TX
• 01/2018 → 02/2019
  Moneta Group
  Clayton, MO
• 02/2019 → 04/2019
  Unemployed
  Pittsburg, TX
• 05/2019 → 02/2023
  Armstrong Purselley Wealth Management Group
  Bedford, TX
• 12/2020 → 01/2021
  Door Dash
  Fort Worth, TX
• 01/2019 → 02/2019
  Uber
  Saint Louis, MO
• 04/2019 → 05/2019
  Btp Services
  Quitman, TX
• 05/2021 → 02/2023
  Cetera Advisor Networks
  El Segundo, CA
• 01/2022 → 02/2023
  Cwm, Llc
  Omaha, NE
• 02/2022 → 02/2023
  Cwm, Llc Dba Carson Partners
  Fort Worth, TX
• 02/2023 → 01/2024
  Lpl Financial
  Dallas, TX
• 02/2023 → 01/2024
  Advisor Resource Council
  Dallas, TX
• 02/2023 → 01/2024
  360 Wealth Partners
  Dallas, TX
• 01/2024 → 05/2026
  The Rudd Company, Llc
  Fort Worth, TX

Previous Registrations

• 2024-04-30 → 2026-06-18
  Styre Wealth
  Fort Worth, TX
• 2023-03-20 → 2024-01-23
  Advisor Resource Council
  Dallas, TX
• 2022-01-25 → 2023-02-22
  Cwm, Llc
  Bedford, TX
  Omaha, NE
• 2022-03-16 → 2023-02-21
  Cetera Wealth Services, Llc
  South Lake, TX

Other Businesses

1. CHARLES R. GREEN & ASSOCIATES, INC. POSITION: Wealth Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 06/01/2026 ADDRESS: 1612 Summit Ave, Suite 350, Fort Worth TX 76102, United States DESCRIPTION: Maintain, open and close client accounts; process trades as directed by advisor, servicing clients. Meet with clients and prospects. Comprehensive financial planning analysis and delivery. 2. CHARLES R. GREEN & ASSOCIATES POSITION: Servicing NATURE: TX General Lines Agent - not actively selling INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2026 ADDRESS: 1612 Summit Ave, Suite 350, Fort Worth TX 76102, United States DESCRIPTION: Provide customer support on insurance policies and LTC. Servicing clients.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-14

Designations

• Certified Financial Planner

Other Names

• Braden W Givens