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Braden Vance Lewis

Osaic Wealth, Inc.

Fort Smith, AR

CRD 7906760

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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
AR RA APPROVED 2025-05-14
TX RA APPROVED 2025-05-14
  • AR RA
    APPROVED
    Since 2025-05-14
  • TX RA
    APPROVED
    Since 2025-05-14

Branch Locations

1823 Dodson Avenue, Fort Smith, AR 72901 • 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
Fort Smith Housing Authority Fort Smith AR 03/2022 08/2022
Providence Elder Law Conway AR 08/2022 06/2024
Student Greenwood AR 04/2014 03/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2024 Present
Northwestern Mutual Investment Services Llc Conway AR 07/2024 05/2025
Osaic Fort Smith AR 05/2025 Present
  • 03/2022 → 08/2022
    Fort Smith Housing Authority
    Fort Smith, AR
  • 08/2022 → 06/2024
    Providence Elder Law
    Conway, AR
  • 04/2014 → 03/2022
    Student
    Greenwood, AR
  • 06/2024 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2024 → 05/2025
    Northwestern Mutual Investment Services Llc
    Conway, AR
  • 05/2025 → Present
    Osaic
    Fort Smith, AR
Other Businesses

1, SPINDL POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2025 ADDRESS: 5111 Rogers Ave, Ste 563, Fort Smtih AR 72903, United States DESCRIPTION: Attend board meetings and assist with organization and connections when needed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-13
S63 Uniform Securities Agent State Law Examination 2024-09-21
  • S65 Uniform Investment Adviser Law Examination
    2025-05-13
  • S63 Uniform Securities Agent State Law Examination
    2024-09-21
Other Names
  • Brad V Lewis

View on SEC IAPD

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