Best Investors Account Sign in

Bradley Patrick Timmons

Osaic Wealth, Inc.

New Brighton, MN

CRD 3213272

Claim This Profile
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_RES 2025-11-08
MN RA APPROVED 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2025-11-08
  • MN RA
    APPROVED
    Since 2024-01-19

Branch Locations

New Brighton, MN • 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
National Sports Center Blaine MN 05/2009 Present
Woodbury Financial Services Hugo MN 10/2009 01/2024
Osaic Wealth, Inc. Hugo MN 01/2024 Present
  • 05/2009 → Present
    National Sports Center
    Blaine, MN
  • 10/2009 → 01/2024
    Woodbury Financial Services
    Hugo, MN
  • 01/2024 → Present
    Hugo, MN
Previous Registrations
  • 2014-01-28 → 2024-01-19
    Woodbury Financial Services, Inc.
    Hugo, MN
    Oakdale, MN
    Hugo, MN
Other Businesses

1)BRAD TIMMONS; INV REL; 15780 FENWAY CIRCLE HUGO, MN 55038; INSURANCE SALES AND SERVICES; AGENT; 6/30/2000; 2HR/MO; 2HR/MO; HELPING GUIDE CLIENTS TOWARDS RETIREMENT GOALS. 2)NATIONAL SPORTS COMPLEX 1700 105TH AVE NE BLAINE, MN 55449 NOT SECURITIES RELATED REGULATE ICE HOCKEY GAMES REFEREE STARTED 05/01/2009 APPROX 15 HOURS MONTHLY, 0 DURING TRADING HOURS; REGULATE ICE HOCKEY GAMES/REFEREE. 3)OS HOCKEY; NON INV REL; 1769 LEXINGTON AVE ROSEVILLE, MN 55113; ICE HOCKEY; 11/1/2012; 10HR/MO; 0HR/MO; COACHING YOUTH HOCIKE PLAYERS AGE (5-15) ALSO HECKEY REFEREE FOR GAMES WITHING THE OS HOCKEY LEAGUE. 4) MINNESOTA MOSQUITOES AAA HOCKEY POSITION: Owner/Lead Instructor NATURE: Sole Proprietorship-Hockey Develepment INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 03/16/2017 ADDRESS: P.O. Box 307, Hugo MN 55038; DESCRIPTION: Ice Hockey Instructor for players age 7-12 years old. I will be teaching life skills through the game of hockey. The duties will consist of development practices & also a handful of tournament games.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-04-17
  • S63 Uniform Securities Agent State Law Examination
    2000-04-17

View on SEC IAPD

More in New Brighton, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor