Denise Julius Zumbrun
Investment adviser representative at Osaic Wealth, Inc.
15 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Osaic Wealth, Inc.Sep 2023 to now
- Sagepoint Financial, Inc.Mar 2022 to now
- LPL Financial LLCSep 2021 to now
- Chelsea Financial ServicesJun 2021 to Sep 2021
- Claraphi Advisory Network, LLCNov 2019 to Jun 2021
- Thurston Springer FinancialNov 2018 to Aug 2019
- Citigroup Management Corp.Jan 2017 to Nov 2018
- Citi GroupJun 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2893489
- Firm CRD
- 23131