Brian Scott Menzel

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

• 02/2014 → 10/2017
  Princor Financial Services Corporation
  Milwaukee, WI
• 04/2014 → 03/2017
  Union Financial Inc.
  Milwaukee, WI
• 04/2018 → 01/2024
  Woodbury Financial Services Inc
  Hartland, WI
• 02/2014 → Present
  Principal Life Insurance Company
  Milwaukee, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Hartland, WI

Previous Registrations

• 2018-04-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Hartland, WI
• 2014-02-17 → 2017-11-02
  Principal Securities, Inc.
  Wauwatosa, WI
• 2011-03-15 → 2014-02-13
  Regal Investment Advisors Llc
  New Berlin, WI
  Kentwood, MI
• 2010-01-20 → 2011-03-31
  Mml Investors Services, Llc
  New Berlin, WI
  Madison, WI
  New Berlin, WI

Other Businesses

1. VIZANCE POSITION: advisor NATURE: fixed insurance business INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2018 ADDRESS: 1320 Walnut Ridge Dr, Hartland WI 53029, United States DESCRIPTION: Provide fixed insurance solutions to my clients 2. JOURNEYS LUTHERAN SCHOOL POSITION: board member NATURE: Lutheran School INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 5425 S 111th St, Hales Corners WI 53130, United States DESCRIPTION: i am a member of their board of directors. We meet once a month after work hours for about an hour for the monthly board meeting. 3. LAKE COUNTRY LUTHERAN HIGH SCHOOL POSITION: Girls Golf Coach NATURE: High School INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 3 START DATE: 08/07/2023 ADDRESS: 401 Campus Drive, Hartland WI 53029, United States DESCRIPTION: girls high school golf coach

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-22
• S63 Uniform Securities Agent State Law Examination
  1996-01-02

Other Names

• Brian Menzel