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Brennan B
Series 66
Yorktown, IN
OSAIC
Brennan Baize is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 credential and four years of industry experience. He has held positions at OSAIC Wealth, Baize Financial Concepts, and Royal Alliance Associates, among others. Baize Financial Concepts, an investment advisory firm and insurance agency, is one of his business activities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and a range of investment options including stocks, bonds, mutual funds, ETFs, and alternative investments.
Eric B
Series 63
Yorktown, IN
OSAIC
Eric Baize is a financial advisor with Osaic Wealth Inc., holding a Series 63 designation and offering 27 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Baize also operates Baize Financial Concepts, where he provides investment advisory services and sells insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, utilizing advanced portfolio construction tools and offering both discretionary and non-discretionary account management.
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