Bret Keehn (CRD# 2311861) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sequim, WA and has over 31 years of experience in the finance industry.
CRD# 1360876
Edward Jones
CRD# 6657665
Edward Jones
CRD# 3260282
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Sequim, WA | Sep 2023 - Current | < 1 |
| Strait Financial Advice | Sequim, WA | Jan 2003 - Current | 21 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Oct 2002 - Sep 2023 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- WA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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