Brian Reed Brown

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

• 12/2015 → 01/2025
  Lincoln Financial Advisors Corporation
  Cleveland, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Copley, OH

Previous Registrations

• 2015-12-04 → 2025-01-24
  Osaic Fa, Inc.
  Orange Village, OH
  Copley, OH
• 2008-08-28 → 2015-12-28
  Ameriprise Financial Services, Llc
  Westlake, OH
  Pepper Pike, OH
• 2007-01-24 → 2008-04-15
  Edward Jones
  Medina, OH

Other Businesses

1) BRIAN BROWN 522 ROBIN WOOD LANE UNIT F COPLEY, OH 44321 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, DISABILITY, HSAS, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 12/04/2015 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20

Exams

• S66 Uniform Combined State Law Examination
  2010-01-27
• S63 Uniform Securities Agent State Law Examination
  1992-07-29