Benjamin Robert Burbedge

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

• 08/2009 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)
  South Bend, IN
• 08/2017 → 06/2021
  Ameriprise Financial Services, Inc.
  Mishawaka, IN
• 06/2021 → 01/2024
  Woodbury Financial Services Inc
  Granger, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Granger, IN

Previous Registrations

• 2021-06-14 → 2024-01-19
  Woodbury Financial Services, Inc.
  Carmel, IN
  Granger, IN
  Granger, IN
• 2017-08-22 → 2021-06-15
  Ameriprise Financial Services, Llc
  Mishawaka, IN
  Granger, IN
• 2009-08-25 → 2017-08-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  South Bend, IN
• 2005-07-06 → 2009-08-25
  Chase Investment Services Corp.
  Elkhart, IN
  South Bend, IN
  Mishawaka, IN
  Elkhart, IN
• 2003-10-27 → 2005-07-06
  Banc One Securities Corporation
  Elkhart, IN
• 2002-09-13 → 2003-06-11
  E*Trade Advisory Services, Inc.
  Mishawaka, IN
• 2001-03-12 → 2002-09-13
  Ameriprise Financial Services, Llc
  Portage, MI

Other Businesses

1) BURBEDGE ASSET MANAGEMENT POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/10/2020 ADDRESS: 51846 Cybil Dr, Suite 150, Granger IN 46530, United States DESCRIPTION: This LLC is used to pay my assistant at Financial Partners Group

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1996-06-10