Brendan Osweiler, MBA

Financial Advisor at Wells Fargo Advisors, LLC

aceyfb@r.postjobfree.com

Summary

Please contact me by e-mail aceyfb@r.postjobfree.com or 317-***-****

Experience

Financial Advisor at Wells Fargo Advisors

July 2013 - June 2014 (1 year)

My practice consists of providing comprehensive wealth management to my clients. This includes

concerning myself with the asset and the liability side of the balance sheet. I run an investment plan for every

client in addition for designing a customized asset allocation that helps ensure they don't outlive their wealth.

Client's can track where they are in relation to the plan on a monthly basis. With the eventual rise in interests

rates and tapering of the stimulus to the market, it's important to understand how this will affect the equity

and fixed income areas of the market.

Fee's are something that are ambiguous to clients, as many fees are hidden inside of 401k's or mutual funds. I

explain to my clients what fee they pay and what they get for that fee.

I also provide education and strategies to my clients in such areas as Health Care, Medicare, and Social

Security.

Registrations

Series 7 - General Securities Representative

Series 66 - Uniform Combined State Law Examination

Life/Health/Variable Insurance License

Financial Advisor at Morgan Stanley Wealth Management

August 2011 - July 2013 (2 years)

I work with affluent pre-retirees and retirees as they make the transition from the accumulation phase to the

distribution phase of their lives. It is critical that I help my clients develop a wealth preservation plan and a

transfer strategy that ensures their assets are passed on to the next generation in the most efficient way. In a

rising tax environment it's important to use tax-efficient strategies in a client's portfolio.

In addition, I use securities based lending in my practice with business owners, real estate developers &

investors, and others who are seeking a better way to obtain lines of credit without the high fees and hassle

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with the banks. Also the terms are flexible which means no payments are required every month. It's

important for me to look at my client's liabilities and I usually find he/she is paying high interest rates for

lines of credit.

Registrations

Series 7 - General Securities Representative

Series 66 - Uniform Combined State Law Examination

Life/Health/Variable Insurance License

Medicare Supplement/Advantage & Prescription Drug (Part D) Advisor at Mutual of Omaha

February 2011 - August 2011 (7 months)

I worked with seniors ages 65 + on Medicare Supplement, Medicare Advantage, and prescription drug

(Medicare Part D) strategies that helped them reduce their liabilities in the future. I help client's understand

the Medicare Part A, B, C, & D, and what their costs/benefits are under each part. Client's who were still

employed or retired would normally save money and increase benefits by switching from a group plan to a

Medicare policy.

Senior Operations Non-commissioned Officer at US Army

May 2005 - February 2011 (5 years 10 months)

Volunteer Experience

Musician at Westside Church of the Nazarene

February 2011 - Present (3 years 6 months)

Skills & Expertise

401k Rollovers

Tax Free Income

Wealth Accumulation Strategies

Income for Life

Multi-generational wealth transfer

Structured Investments

Closed-end Funds

Investments

SEP IRA

Insurance

Finance

Asset Allocation

Retirement

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Portfolio Management

Series 7

Real Estate Economics

Mutual Funds

Financial Advisory

Equities

Fixed Income

401k

Retirement Planning

Education

American Military University

Master of Business Administration (MBA), Homeland Security Resource Allocation, 2008 - 2010

Thomas Edison State College

Bachelor of Arts (BA), General Studies

Honors and Awards

Army Commendation Medal (3 awards)

Army Achievement Medal (3 awards)

Army Good Conduct Medal

Iraq Campaign Medal (2010)

Indiana Commendation Medal (2014)

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Brendan Osweiler, MBA

Financial Advisor at Wells Fargo Advisors, LLC

aceyfb@r.postjobfree.com

Contact Brendan on LinkedIn

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Contact this candidate