Matthew Ryan Zettel
Investment adviser representative at Osaic Wealth, Inc.
17 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
17 years in the industry.
- Osaic Wealth, Inc.Feb 2020 to now
- Royal Alliance Associates, IncNov 2019 to now
- Royal AllianceSep 2019 to now
- Sf Cicada LLCSep 2019 to now
- Brenham Junior High SchoolAug 2009 to now
- Texas A&m UniversityJan 2017 to May 2019
- Blinn CollegeAug 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7178439
- Firm CRD
- 23131