Bridget M Baughman
Financial advisor at Osaic Wealth, Inc. · Walled Lake, MI
Last updated 2026-10-10
Claim your profileBridget M Baughman is a financial advisor at Osaic Wealth, Inc. in Walled Lake, MI, CRD 5397120. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2017-08-26.
Registration
- CRD number
- 5397120
- Registration status
- Active
- IAPD registration
- 2017-08-26
- Industry Experience
- 9 years
- Work Experience
- 17 years
- States registered
- MI
Licenses and exams
- Series 63
- Series 66
Work history
- 2009-01 to 2019-03 · Questar Capital Corporation · Minneapolis, MN
- 2015-11 to 2019-03 · Questar Asset Management · Minneapolis, MN
- 2019-03 to Present · Woodbury Financial Services, Inc. · Brighton, MI
- 2019-03 to 2024-01 · Woodbury Financial Services, Inc. · Brighton, MI
- 2024-01 to Present · Osaic Wealth, Inc. · Brighton, MI
Current employment
- Osaic Wealth, Inc. · Scottsdale, AZ
Osaic Wealth, Inc.
- Regulatory AUM
- $234,858,518,740
- Registered advisors
- 8,060
- Offices
- 4,720
- Clients per advisor
- 71.4 (Moderate)
- Average AUM per client
- $408.1K (Low)
- High-net-worth client ratio
- 9.6% (Low)
Osaic Wealth, Inc.: advisors, services and reported ETF investments
About
Bridget M Baughman is a financial advisor at Osaic Wealth, Inc. in Walled Lake, MI. Reported securities licenses include Series 63 and Series 66. The latest record indicates 9 years of industry experience and 17 years of reported work history. Reported roles include Woodbury Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, among others.
SEC disclosures list additional business and community activities: 1) Clear Strategy Position: Agent Nature: Partnership Investment Related: Yes Number Of Hours: 10 Securities Trading Hours: 10 Start Date: 10/06/2017 Address: 403 E Grand River Ave.
Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Osaic Wealth, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
528 N Pontiac Trail, Walled Lake, MI 48390
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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