Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Brookfield
3yrs
Anna Hackbarth is a fiduciary financial advisor in Brookfield, Wisconsin, with 3 years in the industry. Anna joined Osaic Wealth in 2024, after a year at Woodbury Financial Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 494 advisors with offices in Brookfield, and one of 445 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office16655 W Bluemound Rd Suite 150, Brookfield, WI 53005
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- Jun 2023 – Jan 2024Woodbury Financial Services, Inc.Previously
Questions to ask Anna
Tailored to Anna’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 Anna
How do I contact Anna?
Call Osaic Wealth at (800) 821-5100 and ask for Anna Hackbarth. Anna works from the Brookfield, WI office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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