Brooke A Crane-Acre

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

• 09/2015 → 11/2017
  Sii Investments
  Sterling Heights, MI
• 11/2017 → 01/2024
  Woodbury Financial Services Inc
  Sterling Heights, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Clinton Township, MI

Previous Registrations

• 2017-11-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Sterling Heights, MI
  Algonac, MI
  College Grove, TN
  Algonac, MI
  Clinton Township, MI
• 2015-09-14 → 2017-11-10
  Sii Investments, Inc.
  Farmingtonhills, MI
  Clay Twp, MI
  Sterling Heights, MI
  Sterling Heights, MI
  Appleton, WI
• 2010-05-28 → 2015-09-30
  Osaic Services, Inc.
  Sterling Heights, MI
  Mt Clemens, MI
  Clinton Twp, MI
  Algonac, MI
• 2003-01-27 → 2006-11-08
  Park Place Financial Group
  Allen Park, MI

Other Businesses

1) WEALTH REIMAGINED GROUP POSITION: owner NATURE: DBA under Add to your future INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 07/01/2020 ADDRESS: 42490 Garfield, Ste 205, Clinton Township MI 48038, United States DESCRIPTION: owner of company and CFP 2) MYLTC123 POSITION: Owner NATURE: DBA of Add to Your Future, Inc INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/19/2022 ADDRESS: 42490 Garfield, Suite 205, Clinton Township MI 48038, United States DESCRIPTION: Helping people with Long-Term Care 3) ADD TO YOUR FUTURE, INC POSITION: owner NATURE: This is a Corporation created for my personal income, risk, and tax management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/04/2002 ADDRESS: 42490 Garfield, Suite 205, Clinton Twp MI 48038, United States DESCRIPTION: Owner of the corporation for my personal Income, Risk, and Tax management. ownership of building

Exams

• S66 Uniform Combined State Law Examination
  2002-04-12
• S63 Uniform Securities Agent State Law Examination
  2001-09-13

Other Names

• Brooke A Crane
• Brooke A Acre