Zachary Guinan
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.Oct 2025 to now
- Single Point AdvisorsOct 2025 to now
- UnemployedJun 2025 to Sep 2025
- Banner BankOct 2024 to May 2025
- Park Avenue SecuritiesJul 2022 to Aug 2024
- Guardian Life Insurance CompanyMay 2021 to Aug 2024
- Westpac Wealth PartnersMay 2021 to Jun 2022
- Wells FargoMay 2019 to Jun 2021
- Pacific University of OregonAug 2017 to May 2019
- WalmartMay 2017 to Aug 2017
- Pacific University of OregonAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7367702
- Firm CRD
- 23131