Brent R. Bridenback
Professional summary
Brent Robert Bridenback is a registered financial advisor currently at OSAIC WEALTH, INC. located in Cle Elum, Washington.
Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Brent has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 31 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brent Robert Bridenback's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Brent Robert Bridenback's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 1, 2025 - Present
OSAIC WEALTH, INC.
July 1, 2025 - Present
OSAIC WEALTH, INC.
May 15, 2020 - July 2, 2025
COMMONWEALTH FINANCIAL NETWORK
May 15, 2020 - July 2, 2025
COMMONWEALTH FINANCIAL NETWORK
October 30, 2012 - May 15, 2020
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
October 30, 2012 - May 15, 2020
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
October 12, 2011 - October 24, 2012
CETERA INVESTMENT SERVICES LLC
October 12, 2011 - October 24, 2012
CETERA INVESTMENT SERVICES LLC
August 19, 2011 - October 17, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
August 19, 2011 - October 17, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
May 18, 2010 - August 23, 2011
KEY INVESTMENT SERVICES LLC
May 18, 2010 - August 23, 2011
KEY INVESTMENT SERVICES LLC
May 5, 2010 - May 18, 2010
HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC
March 25, 2010 - May 18, 2010
SECURITIES SERVICE NETWORK, LLC
January 28, 2002 - February 19, 2004
WAMU INVESTMENTS, INC.
June 10, 1999 - February 19, 2004
WAMU INVESTMENTS, INC.
November 6, 1997 - May 26, 1999
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/1/2025)
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(7/1/2025)
(7/1/2025)
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(7/1/2025)
(7/1/2025)
(7/1/2025)
Exams
FINRA
Current Firm
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OSAIC, INC. | SHAREHOLDER | |
| CORNICK, GREGORY ALLEN | CEO, PRESIDENT, DIRECTOR | 3132991 |
| FORD, ERINN JUNE | DIRECTOR | 2176816 |
| MIHAL, SHAWN MICHAEL | SVP, CHIEF COMPLIANCE OFFICER | 3262384 |
| MITCHELL, CHRISTOPHER MILLS | CORPORATE TREASURER, FINANCIAL PRINCIPAL | 2420144 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR | 2627931 |
Regulatory assets under management
| Total Number of Accounts | 797,559 |
| AUM (Assets Under Management) | $ 200,266,275,275 |
Disclosures
| Regulatory Event | 50 |
| Arbitration | 31 |
| Bond | 7 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/14/2025 | ||
| 12/18/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
