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Eric Andrew Zemp

Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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

10 years in the industry.

  1. Osaic Institutions, Inc.Apr 2025 to now
  2. Schomp AutomotiveJun 2022 to Apr 2025
  3. AmazonMar 2020 to Jun 2022
  4. Jackson HewittJan 2019 to Apr 2019
  5. Valley PerforatingDec 2018 to Jun 2022
  6. University of Denver Coding Boot CampJun 2018 to Dec 2018
  7. UnemployedMar 2017 to Jun 2018
  8. AmazonMay 2016 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (CO).

Osaic Institutions, Inc.

$6.5BAssets managed
16,312Clients
537Advisers
19 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
8071734
Firm CRD
35371
Advisor's SEC record (opens in a new tab)
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