Stephanie Ann Zemore

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

• 05/2004 → 09/2022
  Financial & Tax Planning Inc.
  Flint, MI
• 09/2005 → 09/2022
  Royal Alliance Associates
  Flint, MI
• 06/2009 → 09/2022
  Financial Planning Advisory Corp
  Flint, MI
• 09/2022 → Present
  Woodbury Financial Services
  Oakdale, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-10-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2010-01-06 → 2022-09-20
  Osaic Wealth, Inc.
  Flint, MI
  Flint, MI
• 2010-03-05 → 2016-11-11
  Financial Planning Advisory Corp
  Flint, MI

Other Businesses

STEPHANIE A ZEMORE POSITION: Owner - NATURE: Other - I am a Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2005 ADDRESS: 6457 Oriole Dr, Flint MI 48506, United States DESCRIPTION: I am a notery in Genesee County, Michigan. I do not receive compensation for this service

Exams

• S66 Uniform Combined State Law Examination
  2008-06-03
• S63 Uniform Securities Agent State Law Examination
  2006-02-08

Other Names

• Stephanie Ann Tallman