Brian Patrick Bessner

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

• 02/2016 → 01/2025
  Lincoln Financial Securities Corporation
  Dallas, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Dallas, TX

Previous Registrations

• 2016-02-06 → 2025-01-24
  Osaic Fs, Inc.
  Dallas, TX
  Dallas, TX
  Houston, TX
• 2015-01-02 → 2016-02-11
  Msi Financial Services, Inc.
  Dallas, TX
  Austin, TX
• 2008-01-23 → 2015-01-02
  New England Securities
  Dallas, TX
  Austin, TX
  Dallas, TX
  Dallas, TX
  Austin, TX
  Dallas, TX

Other Businesses

1) BRIAN BESSNER/CHISHOLM TRAIL FINANCIAL GROUP 4925 GREENVILLE AVENUE Suite 1110 DALLAS TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 8/2006 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS: 20 2) BRIAN BESSNER/THIRD GEN FINANCIAL SERVICES LLC 4925 GREENVILLE AVE SUITE 1110 DALLAS, TX CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OWN ENTITY; LEASE BUSINESS OFFICE SPACE START DATE: 3/2021 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3) GREATER EAST DALLAS CHAMBER OF COMMERCE POSITION: Board Member NATURE: Chamber of Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 4925 Greenville Avenue, Suite 1110 Dallas, TX 75206, United States DESCRIPTION: attend meetings and events 4) EXCHANGE CLUB OF EAST DALLAS POSITION: Board Member NATURE: raise money for area school INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2014 ADDRESS: 4925 Greenville Avenue Suite 1110, Dallas, TX 75206, United States DESCRIPTION: raise money for schools 5) LINCOLN NATIONAL LIFE INSURANCE COMPANY POSITION: Insurance Agent NATURE: Fixed Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 02/01/2016 ADDRESS: 4925 Greenville Ave. Suite 1110, Dallas TX 75214, United States DESCRIPTION: Life Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-17
• S63 Uniform Securities Agent State Law Examination
  2006-03-15

Other Names

• Brian Bessner