Zachary David Kirkwood
Investment adviser representative at Osaic Wealth, Inc.
21 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
21 years in the industry.
- Osaic Wealth, Inc.Nov 2025 to now
- Sanders Wealth Management;Oct 2023 to now
- Cetera Investment Advisers LLCJan 2024 to Nov 2025
- Cetera Wealth Services, LLCNov 2023 to Nov 2025
- Cetera Advisor Networks LLCSep 2023 to Nov 2023
- Self EmployedJan 2023 to Sep 2023
- Fanatics IncMay 2021 to Dec 2022
- Specialty Management Company of Central Florida LLCJul 2020 to May 2021
- Bosch RexrothDec 2019 to Aug 2020
- Coca-cola Beverages Florida, LLCSep 2019 to Dec 2019
- River Valley RanchJun 2019 to Aug 2019
- Anderson UniversityAug 2017 to May 2021
- Full Time StudentAug 2005 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7806948
- Firm CRD
- 23131