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BK

Bryan Keith Poirier

Investment Adviser Representative at OSAIC WEALTH, INC.

Traverse City, MICRD #2089966Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
1 states
Exams Passed
11

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/6/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 8/7/1991
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 6/10/2004
Series 7
General Securities Representative Examination
Passed 7/9/1991
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/18/1990
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 1/13/1995
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 4/23/1993
Series 4
Registered Options Principal Examination
Passed 9/10/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC WEALTH, INC.Current
1/19/2024Traverse City, MI
OSAIC WEALTH, INC.Current
1/19/2024Traverse City, MI
WOODBURY FINANCIAL SERVICES, INC.
3/1/20191/19/2024Traverse City, MI
QUESTAR ASSET MANAGEMENT, INC.
8/3/20103/1/2019Traverse City, MI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Keith Poirier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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