Stephanie Ann Zemore
Investment adviser representative at Osaic Wealth, Inc.
22 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Stephanie Ann Zemore? Claim your profile
Contact this firm
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
22 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Woodbury Financial ServicesSep 2022 to now
- Financial Planning Advisory CorpJun 2009 to Sep 2022
- Royal Alliance AssociatesSep 2005 to Sep 2022
- Financial & Tax Planning Inc.May 2004 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4894314
- Firm CRD
- 23131