Adviser and broker representative · Osaic Wealth, Inc.
Benjamin M. Freeby
CRD 6708643 · New Brighton, MN
At a glance
Benjamin M. Freeby is an investment adviser representative with Osaic Wealth, Inc. in New Brighton, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Benjamin’s SEC record dates to 2017, about 9 years ago. Benjamin is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Osaic Wealth, Inc.Since April 2023New Brighton, MN · $235B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Benjamin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
- Steven M. BullertNew Brighton · Certified Financial Planner
- William M. DefielNew Brighton
- Thomas J. DelichNew Brighton
- Jacob P. DittelNew Brighton
- Dean T. MaschkaNew Brighton · Certified Financial Planner
- Craig M. TwomblyNew Brighton · Certified Financial Planner
- Mark J. AasenWest Des Moines
- Angela C. AbbottKimberly
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