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Brian Patrick Hynes

Osaic Wealth, Inc.

Burr Ridge, IL

CRD 5790036

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-26
FL RA APPROVED 2024-01-19
IL RA APPROVED 2024-01-19
IN RA APPROVED 2024-01-19
OH RA APPROVED 2024-01-19
PA RA APPROVED 2024-01-19
SC RA APPROVED 2024-01-19
WA RA APPROVED 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-09-26
  • FL RA
    APPROVED
    Since 2024-01-19
  • IL RA
    APPROVED
    Since 2024-01-19
  • IN RA
    APPROVED
    Since 2024-01-19
  • OH RA
    APPROVED
    Since 2024-01-19
  • PA RA
    APPROVED
    Since 2024-01-19
  • SC RA
    APPROVED
    Since 2024-01-19
  • WA RA
    APPROVED
    Since 2024-01-19

Branch Locations

401 South Frontage Road Suite A, Burr Ridge, IL 60527 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moraine Valley College Palos Hills IL 08/2006 Present
Marist High School Chicago IL 08/2007 Present
Woodbury Financial Services, Inc Oak Brook IL 05/2010 01/2024
Osaic Wealth, Inc. Burr Ridge IL 01/2024 Present
  • 08/2006 → Present
    Moraine Valley College
    Palos Hills, IL
  • 08/2007 → Present
    Marist High School
    Chicago, IL
  • 05/2010 → 01/2024
    Woodbury Financial Services, Inc
    Oak Brook, IL
  • 01/2024 → Present
    Burr Ridge, IL
Previous Registrations
  • 2010-12-09 → 2024-01-19
    Woodbury Financial Services, Inc.
    Burr Ridge, IL
    Oakbrook Terrace, IL
Other Businesses

1)BRIAN HYNES; NONINV RELATED; 401 S FRONTAGE RD SUITE A BURR RIDGE, IL 60527; TRAD LIFE INS/FIXED ANNUITIES; LIC INS SALESMAN; START 03/20/2010; 5HR/MTH; 5HR/MTH; SALES. 2) MARIST HIGH SCHOOL; 4200 W 115TH ST, CHICAGO IL; HIGH SCHOOL BASKETBALL; ASSISTANT VARSITY BASKETBALL COACH; START 08/01/2007; 80 HRS/MTH, NONE DURING TRADING; COACH. 3) MORIANE VALLEY COLLEGE; NONINVT REL; PALOS HILLS IL; PROFESSOR FINANCE & ACCOUNTING; START 08/01/2006; 12 HRS/MTH NOT DURING TRADING; TEACHER. 4)PARKPLACE HANDCARWASH POSITION: Owner NATURE: I am part of an LLC that owns a carwash INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2007 ADDRESS: 34450 US 45, Grayslake IL 60030, United States DESCRIPTION: I am owner that participates in calls and sometimes has to help fund cash flow 5)THE ANDREW WEISHAR FOUNDATION POSITION: BOARD MEMBER NATURE: CHARITY TO RAISE FUNDS FOR CANCER INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 05/01/2013 ADDRESS: 4948 W 145TH ST., MIDLOTHIAN IL 60445 DESCRIPTION: I AM A MEMBER OF THE BOARD OF DIRECTORS. WE MEET A COUPLE TIMES A YEAR, IN THE EVENING, TO DISCUSS DIFFERENT IDEAS FOR FUNDRAISERS. 6) KHS WEALTH AND INSURANCE SERVICES POSITION: partner NATURE: This is an LLC which my partners and i use for marketing name INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2012 ADDRESS: 401 s Frontage Road, Burr Ridge IL 60527; DESCRIPTION: I am partner of the firm. I assist in marketing our firm. 7) HYNES INSURANCE TRUST POSITION: Trustee NATURE: Family insurance trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1996 ADDRESS: 462 shadowcreek drive, Palos Heights IL 60463, United States DESCRIPTION: I am the trustee of our family insurance trust. I pay the premium on a second to die policy for my parents 8) BRIAN HYNES POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/20/2010 ADDRESS: 401 S Frontage Rd, Ste A, Burr Ridge IL 60527, United States DESCRIPTION: Insurance sales of fixed products (Traditional life Insurance and Fixed Annuities). 9) CHICAGO MERCANTILE EXCHANGE POSITION: Member NATURE: I own a membership on The Chicago Board of Trade. I collect rent from individual renting my membership(seat) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1991 ADDRESS: 20 S. Wacker drive, Chicago IL 60606, United States DESCRIPTION: I receive a monthly check of $300 for rent 10) MARIST HIGH SCHOOL POSITION: Head Coach NATURE: I am a coach at a high school INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2021 ADDRESS: 4200 W 115th street, Chicago IL 60655, United States DESCRIPTION: I am the Head basketball coach at Marist High School in Chicago

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-30
  • S66 Uniform Combined State Law Examination
    2010-06-30

View on SEC IAPD

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