Brandon Michael Lushene

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

• 06/2023 → 07/2024
  Equitable Advisors Llc
  New York, NY
• 08/2022 → 05/2023
  Appalachian State University
  Boone, NC
• 06/2022 → 08/2022
  Amf South Hills Bowling
  Cary, NC
• 11/2021 → 06/2022
  Appalachian State Interfraternity Council
  Boone, NC
• 09/2021 → 11/2021
  Appalachian State University
  Boone, NC
• 05/2021 → 09/2021
  Foggy Mountain Gem Mine
  Boone, NC
• 05/2019 → 05/2021
  Appalachian State University
  Boone, NC
• 05/2015 → 05/2019
  South Johnston High School
  Four Oaks, NC
• 07/2024 → 01/2025
  Osaic Fs, Inc.
  Raleigh, NC
• 01/2025 → Present
  Osaic Wealth, Inc.
  Raleigh, NC

Previous Registrations

• 2024-07-03 → 2025-01-24
  Osaic Fs, Inc.
  Raleigh, NC
• 2023-07-14 → 2024-07-02
  Equitable Advisors, Llc
  Raleigh, NC

Other Businesses

THE CAPITAL PLANNING GROUP POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 100 START DATE: 07/01/2024 ADDRESS: 900 Ridgefield Dr Ste. 130, Raleigh, NC NC 27609, United States DESCRIPTION: Sale and service of equity indexed annuities, fixed annuities, and traditional life insurance.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-06

Other Names

• Brandon Lushene