Renwick Darcey Brutus

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

• 09/2003 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 04/2005 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Grand Rapids, MI
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Grand Rapids, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Homosassa, FL

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Homosassa, FL
• 2010-05-28 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Grand Rapids, MI
  Grand Rapids, MI

Other Businesses

1. PRISM WEALTH MANAGEMENT. POSITION: Principal. NATURE: Sale of insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/29/2016 ADDRESS: 1345 Monroe Avenue NW, #330, Grand Rapids MI 49505, United States DESCRIPTION: Consult and advise regarding life insurance and fixed annuities. 2. KAI HOLDINGS, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2016 ADDRESS: 5 Maidenbush Ct. E, Homosassa FL 34446, United States DESCRIPTION: Ownership and rental of a commercial building. 3. FIDUCIARY OF RENWICK BRUTUS (SELF) TRUST POSITION: Trustee NATURE: Trust Entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2000 ADDRESS: 5 Maidenbush Ct. E, Homosassa FL 34446, United States DESCRIPTION: Trustee for my own trust; Renwick Brutus Trust dated May 30, 2000, as amended, and his successors. 4. ACHIEVEMENT RESOURCES, LLC POSITION: Consultant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/01/1999 ADDRESS: 5 Maidenbush Ct. E, Homosassa FL 34446, United States DESCRIPTION: Consulting, speaking and coaching 5. UDECON, LLC POSITION: Consultant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 05/06/2010 ADDRESS: 5 Maidenbush Ct. E, Homosassa FL 34446, United States DESCRIPTION: Consulting 6. PRISM WEALTH MANAGEMENT, LLC POSITION: Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 07/29/2016 ADDRESS: 5 Maidenbush Ct. E, Homosassa FL 34446, United States DESCRIPTION: Financial consulting and wealth management 7. ACHIEVEMENT RESOURCES, LLC POSITION: Consultant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/01/1999 ADDRESS: 5 Maidenbush Ct. E, Homosassa FL 34446, United States DESCRIPTION: Consulting, speaking and coaching

Exams

• S66 Uniform Combined State Law Examination
  2003-07-17
• S63 Uniform Securities Agent State Law Examination
  1993-08-03