Brandon James Masbruch

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

• 02/2006 → 01/2018
  Belmont Fire/Amb. Dst.
  Belmont, WI
• 08/2014 → 11/2017
  Sii Investments, Inc.
  Madison, WI
• 11/2017 → 12/2024
  Commonwealth Financial Network
  Waltham, MA
• 01/2025 → 08/2026
  Commonwealth Financial Network
  Waltham, MA
• 11/2017 → Present
  Midwest Financial Group
  Madison, WI
• 08/2026 → Present
  Osaic Wealth Inc
  Fitchburg, WI

Previous Registrations

• 2017-11-27 → 2026-08-20
  Commonwealth Financial Network
  Platteville, WI
  Madison, WI
  Horicon, WI
  Madison, WI
  Fitchburg, WI
  Fitchburg, WI
  Madison, WI
  Fitchburg, WI
  Platteville, WI
• 2014-10-06 → 2017-11-27
  Sii Investments, Inc.
  Madison, WI
  Platteville, WI

Other Businesses

1. MIDWEST FINANCIAL GROUP POSITION: Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/06/2014 ADDRESS: 2924 Marketplace Dr, Suite 200, Fitchburg WI 53719, United States DESCRIPTION: Placement of fixed insurance with our clients as a part of our financial planning relationship 2. CSM FISHING, LLC 32% OWNER POSITION: LLC Member NATURE: We build and create fishing equipment INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2026 ADDRESS: 874 W. Liberty St, Belmont WI 53510, United States DESCRIPTION: building and creating fishing equipment 3. CSM FISHING, LLC 32% OWNER POSITION: LLC Member NATURE: We build and create fishing equipment I am a 32% owner Joe Schmelz 34% owner Ryan Cushman 34% owner, his wife Tracy is a financial planning client. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2026 ADDRESS: 874 W. Liberty St, Belmont WI 53510, United States DESCRIPTION: building and creating fishing equipment 4. TREASURER - BELMONT AMERICAN LEGION POSITION: Treasurer NATURE: I handle the monthly financial report. No check writing Authority. This has Authority has been is handed my only the Post Commander. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 25995 Ridge Ln, Belmont WI 53510, United States DESCRIPTION: I handle the monthly financial report. No check writing abilities.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-29

Other Names

• Brandon Masbruch