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Wayne Richard Brunck

Osaic Wealth, Inc.

Bergenfield, NJ

CRD 1324465

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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 2025-10-21
CA RA APPROVED 2024-10-11
NJ RA APPROVED 2024-10-11
  • TX RA
    APPROVED
    Since 2025-10-21
  • CA RA
    APPROVED
    Since 2024-10-11
  • NJ RA
    APPROVED
    Since 2024-10-11

Branch Locations

Bergenfield, NJ • 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
Questar Capital Corporation Minneapolis MN 12/2009 02/2019
Questar Asset Management Bergenfield NJ 12/2009 02/2019
American Portfolios Financial Services, Inc. Holbrook NY 02/2019 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 12/2009 → 02/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 12/2009 → 02/2019
    Questar Asset Management
    Bergenfield, NJ
  • 02/2019 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2019-02-19 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2010-01-06 → 2019-02-15
    Questar Asset Management, Inc.
    Minneapolis, MN
    Bergenfield, NJ
  • 2003-08-01 → 2009-12-23
    Walnut Street Securities, Inc.
    Bergenfield, NJ
  • 1997-01-07 → 2003-08-01
    Nathan & Lewis Securities, Inc.
    Bergenfield, NJ
Other Businesses

1. PARTNERS IN PLANNING, INC. POSITION: Owner/Insurance Agent. NATURE: Sale of fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/23/2009 ADDRESS: 64 Lilac St, PO Box 157, Bergenfield NJ 07621-0157, United States DESCRIPTION: Offering fixed annuities, disability, health, life, property & casualty, employee benefits, and LTC. 2. THE PARTNERS ALLIANCE, INC. POSITION: Business Management. NATURE: Contractor. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 12/01/2009 ADDRESS: 64 Lilac St, PO Box 157, Bergenfield NJ 07621-0157, United States DESCRIPTION: Contracts for services, utilities, and business needs for Wayne Brunck and all outside businesses. 3. STATE OF NJ NOTARY PUBLIC COMMISSION POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/17/2015 ADDRESS: 64 Lilac St, P.O. Box 157, Bergenfield NJ 07621, United States DESCRIPTION: Follow NJ regulation for Notary Public 4. PARTNERS IN PLANNING, INC. POSITION: Owner/Insurance Agent NATURE: My securities business is managed as a sole proprietorship, RR and IAR. The Partners Alliance, Inc is a DBA. Partners In Planning, Inc is a separate corporation for Insurance Brokerage activities, I do not have separate business cards for Partners In Planning, Inc. Emails, Text and letterheads have the Osaic Disclosure language. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 12/23/2009 ADDRESS: 64 Lilac St, P.O. Box 157, Bergenfield NJ 07621, United States DESCRIPTION: My securities business is managed as a sole proprietorship, RR and IAR. The Partners Alliance, Inc is a DBA. Partners In Planning, Inc is a separate corporation for Insurance Brokerage activities, I do not have separate business cards for Partners In Planning, Inc. Emails, Text and letterheads have the Osaic Disclosure language.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-06-11
  • S63 Uniform Securities Agent State Law Examination
    1987-06-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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