Bradley Allen Beck

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

• 10/2002 → Present
  Aig American General Life Insurance Company
  Forest Lake, MN
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Forest Lake, MN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Forest Lake, MN

Previous Registrations

• 2014-01-09 → 2023-09-01
  Osaic Services, Inc.
  Forest Lake, MN

Other Businesses

1. FIVE STAR FINANCIAL RESOURCES, INVESTMENT RELATED; 25 NO. LAKE ST, STE 300; FOREST LAKE, MN 55025; OWNER/AGENT; 5/1999; 80 TO 100 HOURS MONTLY DURING SECURITIES TRADING HOURS; INDEPENDENT INSURANCE SALES AND MARKETING OF INSURANCE SERVICES. 2. FOREST LAKE STREET LLC; NOT INVESTMENT RELATED; 25 NO. LAKE ST., STE 300; FOREST LAKE, MN 55025; PARTNER; 12/2004; LESS THAN 1 HOUR PER MONTH SPENT NOT DURING SECURITIES TRADING HOURS; PARTNER IN LLC FOR PURPOSE OF OWNING OFFICE SPACE AND PROPERTY MANAGEMENT. 3. STRATEGIC FINANCIAL SOLUTIONS, INC; NOT INVESTMENT-RELATED; 25 N LAKE ST STE 310; OWNER; 01/01/2004; 0 HOURS/ 0 SECURITIES HOURS; THIS IS STRICTLY MY BUSINESS CHECKING ACCOUNT. I DON'T CONDUCT BUSINESS UNDER THIS NAME. IT IS SIMPLY MY CORPORATION THAT I HAVE CREATED TO PAY MYSELF FROM MY CORPORATION... 4. SUCCESSOR POA POSITION: Successor POA NATURE: Successor POA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2022 ADDRESS: 108 Collen St., Wyoming MN 55092, United States DESCRIPTION: I am listed as Successor POA for my Parents. 5. SUCCESSOR TRUSTEE TO DOUG AND CATHY BECK TRUST POSITION: Successor Trustee NATURE: Successor Trustee to Parents Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2022 ADDRESS: 108 Collen St., Wyoming MN 55092, United States DESCRIPTION: Successor Trustee to my Parents Trust 6. GENTRY ACADEMY POSITION: Board Member NATURE: I am a board member on the school board for Gentry Academy. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: 1420 County Road E East, Vadnais Heights MN 55110, United States DESCRIPTION: I am a board member that adds input on certain topics that pertain to Gentry Academy in how the school is operating. 7. BECK WEALTH MANAGEMENT POSITION: Other - Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 100 START DATE: 11/12/2025 ADDRESS: 25 Lake St. N. Ste.310, Forest Lake MN 55025, United States DESCRIPTION: Marketing of Financial Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-19
• S63 Uniform Securities Agent State Law Examination
  1999-06-02

Other Names

• Bradley Allen Beck