Zachary Scot Parker

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 06/2024
  Securities America, Inc.
  Birmingham, AL
• 02/2006 → 06/2024
  Securities America Advisors, Inc.
  Birmingham, AL
• 01/2000 → Present
  Zachary Parker
  La Vista, NE
• 11/2010 → Present
  Zachary S. Parker Consulting
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Birmingham, AL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Birmingham, AL

Previous Registrations

• 2006-02-14 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Birmingham, AL
• 2001-03-23 → 2006-01-26
  Equity Services, Inc.
  Lncoln, NE

Other Businesses

1. INSURANCE SALES AGENT - START DATE: 01/2000 - LOCATED AT 12325 PORT GRACE BLVD., LA VISTA, NE 68128 2. COMPETATIVE BOWLING POSITION: Hobby NATURE: Will be participating in competitive bowling tournaments with personal funds. Although this activity will be conducted as a hoppy there will be an opportunity to earn prize money from these tournaments. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2018 ADDRESS: 9931 Moonlight Dr, Lincoln NE 68527 DESCRIPTION: Competitive Bowling 3. OAKLAND UNIVERSITY INSTRUCTOR POSITION: Class instruction NATURE: Working with Oakland University to Instruct CFP Courses on behalf of the college. Activities include course instruction through a virtual environment, student support and grading. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2022 ADDRESS: 440G Pawley Hall, 456 Pioneer Drive, Rochester MI 48309 DESCRIPTION: Class Instruction on Investments and Financial Planning for CFP credits towards exam qualification. 4. SOLICITED UNDER INDIVIDUAL NAME ZACHARY PARKER POSITION: Agent NATURE: I'm actively licensed to sell fixed insurance, annuity and long term care. Occasionally I will use these licenses to solicit business primarily with friends and family. I follow all of Securities America's policies and procedures for fixed indexed annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 9931 Moonlight Dr, Lincoln NE 68527 DESCRIPTION: Solicitation of insurance contracts. Assist with identifying the proper solution and securing the solution with the carrier 5. HEAD OF OSAIC SALES, LIFE AND ANNUITY POSITION: Sales Leader NATURE: Full Time Position with and Osaic affiliate Highland Capital Brokerage. The roll will consist of managing a sales distribution team support Osaic financial professionals with distribution of Life, Annuity, Disability Income and Variable Products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2024 ADDRESS: 12325 Port Grace Blvd, LaVista NE 68128 DESCRIPTION: The team will provide wholesale support for Variable Products through Osaic Broker dealers. My registration will remain with Osaic and all wholesale activity will process through Osaic. 6. FINSECA POSITION: Board Member NATURE: Advocacy group for financial professional and for financial security for all Americans. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2025 ADDRESS: 1400 K St NW, STE 625, Washington DC 20005, United States DESCRIPTION: As a board member I provide input regarding the direction of the organization. I directly support the Accelerate Committee which is designed to drive value to the organization's financial professionals.

Exams

• S66 Uniform Combined State Law Examination
  2001-02-05

Designations

• Certified Financial Planner

Other Names

• Zachary Scot Parker