Ann Zlamal

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

14 years in the industry.

1. Osaic Wealth, Inc.Jun 2025 to now
2. Dripping DogAug 2023 to now
3. Scottsdale Saddle ClubFeb 2021 to now
4. Grand Canyon UniversityJan 2020 to now
5. Ann's Designs for DignityJun 2019 to now
6. United Planners Financial ServicesMay 2022 to Jun 2025
7. LPL FinancialFeb 2022 to May 2022
8. Sji FinancialJan 2022 to May 2022
9. Cetera Advisor Networks LLCJun 2021 to Oct 2021
10. Cetera Advisors LLCJun 2021 to Aug 2021
11. Cetera Financial Specialists LLCJun 2021 to Aug 2021
12. Cetera Investment Services LLCJun 2021 to Aug 2021
13. First Allied Securities, Inc.Jun 2021 to Aug 2021
14. Voya Financial Advisors, Inc.Oct 2020 to Dec 2021
15. Pruco Securities, LLCJul 2017 to Oct 2020
16. The Prudential Insurance Company of AmericaJul 2017 to Oct 2020
17. Ann's Designs for DignityJun 2016 to Jan 2019
18. Paradise Valley Community CollegeMay 2016 to Jun 2017
19. Alpha Delta KappaMay 2013 to May 2020
20. Various Insurance Carriers for W&r Insurance AgenciesDec 2012 to Jun 2017
21. Waddell & Reed, IncNov 2012 to Jun 2017

Exams passed

• Series 63 · Uniform Securities Agent State Law1997
• Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Osaic Wealth, Inc.

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

2918400

Firm CRD

23131