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Bradley David Shrader

Osaic Wealth, Inc.

Maple Grove, MN

CRD 1031341

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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
NC RA APPROVED 2022-12-02
MN RA APPROVED 2014-01-09
  • NC RA
    APPROVED
    Since 2022-12-02
  • MN RA
    APPROVED
    Since 2014-01-09

Branch Locations

11300 86Th Avenue North, Maple Grove, MN 55369 • 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
Royal Alliance Maple Grove MN 04/2012 Present
  • 04/2012 → Present
    Royal Alliance
    Maple Grove, MN
Other Businesses

1. UNDER THE NAME OF "SHRADER & ASSOCAITES" & ALSO: FORTIS INSURANCE CO, JOHN ALDEN CO, BANNER LIFE INSURANCE CO., FIRST COLONY, MEDICAL HEALTH PLAN, JEFFERSON PILOT, UNITED OF OMAHA, GE LIFE & ANNUITY, MASS MUTUAL & AMERICAN GENERAL - INSURANCE BROKER INSURANCE BROKER-HEALTH & GROUP IMNSURANCE BROKER-LIFE,ANNUITIES 2. CORPORATE REGISTERED INVESTMENT ADVISOR 3. SHRADER AND ASSOCIATES POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 09/14/1992 ADDRESS: 11300 85th Ave N, Maple Grove MN 55369, United States DESCRIPTION: sales and maintenance of individual life ins products and small group products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-23
S63 Uniform Securities Agent State Law Examination 1990-11-26
  • S65 Uniform Investment Adviser Law Examination
    1998-10-23
  • S63 Uniform Securities Agent State Law Examination
    1990-11-26
Other Names
  • Blad Shrader
  • Brad Shrader

View on SEC IAPD

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