Julia A Brufke Wenger

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

• 09/2008 → 11/2018
  Signator Investors Inc
  Devon, PA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Phoenixville, PA

Previous Registrations

• 2008-10-10 → 2018-11-02
  Signator Investors, Inc.
  Devon, PA
  Phoenixville, PA

Other Businesses

1. JULIA BRUFKE WENGER POSITION: Author NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2013 ADDRESS: 300 Bridge Street, Phoenixville PA 19460, United States DESCRIPTION: Writer of novels 2. JULIA BRUFKE WENGER POSITION: Inventor NATURE: Sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/09/2017 ADDRESS: 300 Bridge Street, Phoenixville PA 19460, United States DESCRIPTION: Inventor of a fashion item with patent pending. 3. SONGWRITER POSITION: Songwriter NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2016 ADDRESS: 300 Bridge Street, Phoenixville PA 19460, United States DESCRIPTION: Songwriter 4. BRIDGE STREET PROPERTIES LLC POSITION: Rental property owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 300 Bridge Street, Phoenixville PA 19460, United States DESCRIPTION: Owner of four rental properties 1305 Pleasure Ave, Ocean City NJ 2015 Harbor Ave, Avalon NJ 55 Wincrest Drive, Phoenixville PA 306 1/2 Bridge Street, Apts 1 & 2, Phoenixville PA 5. BALA FINANCIAL GROUP POSITION: Registered Rep / Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2008 ADDRESS: 300 Bridge Street, Phoenixville PA 19460, United States DESCRIPTION: Sales / marketing of insurance and investment products 6. PHOENIX TAX CONSULTANTS AND DBA TAXOOM POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 20 START DATE: 05/01/1990 ADDRESS: 300 Bridge Street, Phoenxville PA 19460, United States DESCRIPTION: Full service accounting, bookkeeping, and tax preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-03
• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Julia Anne Brufke
• Julia Anne Bednarek
• Julia Anne Brufke Wenger