Bret Pierre Keehn

Current Employers

Employment History

• 10/2002 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 01/2003 → Present
  Strait Financial Advice
  Sequim, WA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Sequim, WA

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  Sequim, WA
• 2009-03-06 → 2018-12-31
  Strait Financial Advice
  Sequim, WA
• 2003-07-14 → 2005-10-31
  Sunamerica Securities, Inc.
  Sequim, WA
• 1999-09-09 → 2002-12-18
  Cetera Wealth Services, Llc
  Santa Rosa, CA

Other Businesses

1. STRAIT FINANCIAL ADVICE, INC. POSITION: President/Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 193 W. Cedar Street, Sequim WA 98382, United States DESCRIPTION: Insurance Policy Procurement 2. DEBORAH G KEEHN TR DTD 7/17/23 POSITION: Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2023 ADDRESS: 104 Williams Place, PO Box 1600, Sequim WA 98382, United States DESCRIPTION: Trustee of a trust set up for my sister. 3. SEQUIM SUNRISE ROTARY FOUNDATION POSITION: Board Trustee NATURE: 501(c)3--Charitable arm of Sequim Sunrise Rotary Club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2025 ADDRESS: PO Box 3482, Sequim WA 98382, United States DESCRIPTION: To review activities of the foundation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-26
• S63 Uniform Securities Agent State Law Examination
  1993-02-05