Brent Peroutka
Advisor at OSAIC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at OSAIC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Faribault, MN 55021
Credentials
CFP®, Series 66
Industry experience
18 years
Brent Peroutka is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked for Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, Peroutka is active in his community, serving as a board member and foundation chair of the Faribault Rotary Club and participating in several local nonprofit organizations including the Faribault Booster Club and the Faribault Area Public Schools Educational Trust Association. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a network of over 6,200 financial advisers. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering comprehensive wealth management solutions and utilizing advanced portfolio optimization tools.
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.
$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program
Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.
$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.
Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.
1801 Green St
Faribault, MN 55021
Georgia · Minnesota
OSAIC
2024 - Present (2 years)
Woodbury Financial Services, Inc
2011 - 2024 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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