Wells Fargo Advisors
38yrs
Top advisor by experience in Elkhorn
3yrs
Brayden Naef
Financial advisor at Osaic Wealth
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeElkhorn, 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 Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- Aug 2023 – Jan 2024Woodbury Financial Services, Inc.Previously
Questions to ask Brayden
Tailored to Brayden’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brayden
How do I contact Brayden?
Call Osaic Wealth at 800-821-5100 and ask for Brayden Naef. Brayden works from the Elkhorn, WI office.
How long has Brayden been a financial advisor?
Brayden has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Brayden hold?
Series 66. Tap any license on this page to see what it allows.
Is Brayden a fiduciary?
Brayden is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brayden paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brayden 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.
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