Creative Planning
10yrs
10 years in the industry
17yrs
Robert John Broadhead
Financial advisor at Osaic Wealth
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
OfficeBrooklyn, WI
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2019 – 2024Woodbury Financial Services, Inc.Previously
- 2017 – 2019MML Investors Services, LLCPreviously
- Oct 2015 – Mar 2017MSI Financial Services, Inc.Previously
- Apr 2014 – Oct 2015Oneamerica Securities, Inc.Previously
- Mar 2012 – Nov 2012Woodbury Financial Services, Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Osaic Wealth at 800-821-5100 and ask for Robert John Broadhead. Robert works from the Brooklyn, WI office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2010, about 17 years. More experience than 53% of advisors nationwide.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.