Zachary Allen Steinbrunner
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Sep 2022 to now
- Royal Alliance Associates, Inc.Jun 2021 to Sep 2022
- Prenger Financial ServicesApr 2021 to Jun 2021
- Classic Carriers Inc.Sep 2020 to Apr 2021
- UnemployedDec 2019 to Sep 2020
- Liberty National Insurance AgencyMay 2019 to Jun 2019
- EmersonMay 2017 to Aug 2017
- Hillsdale CollegeAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7359319
- Firm CRD
- 23131