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Brett Andrew Brennan

Osaic Wealth, Inc.

Lee'S Summit, MO

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-01-19
TX RA APPROVED 2024-01-19
  • MO RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

3640 Ne Ralph Powell Road, Lee'S Summit, MO 64064 • 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
Mike Martin Financial Group Independence MO 06/2010 Present
National Planning Corporation Santa Monica CA 06/2011 10/2017
Woodbury Financial Services Inc Independence MO 10/2017 01/2024
Osaic Wealth, Inc. Lee'S Summit MO 01/2024 Present
  • 06/2010 → Present
    Mike Martin Financial Group
    Independence, MO
  • 06/2011 → 10/2017
    National Planning Corporation
    Santa Monica, CA
  • 10/2017 → 01/2024
    Woodbury Financial Services Inc
    Independence, MO
  • 01/2024 → Present
    Lee'S Summit, MO
Previous Registrations
  • 2017-10-25 → 2024-01-19
    Woodbury Financial Services, Inc.
    Lee'S Summit, MO
  • 2013-02-07 → 2017-10-27
    National Planning Corporation
    Independence, MO
    Independence, MO
Other Businesses

1. BRENNAN REALTY GROUP LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 8720 SE 1st St, Blue Springs MO 64064, United States DESCRIPTION: Real estate broker/agent. Show homes, present offers. 2. MARTIN TAX & FINANCIAL POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2013 ADDRESS: 3640 NE Ralph Powell Rd., Lees Summit MO 64064, United States DESCRIPTION: prepare individual tax returns. 3. Q MATS LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2024 ADDRESS: 605 sw US highway 40, #202, Blue Springs MO 64014, United States DESCRIPTION: box and ship online orders

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-26
  • S66 Uniform Combined State Law Examination
    2011-10-26
Designations

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