Kaitlyn Sara Zawada

Current Employers

Employment History

• 08/2013 → 08/2017
  Northside College Prep High School
  Chicago, IL
• 07/2016 → 07/2017
  Future Founders
  Chicago, IL
• 08/2017 → 07/2020
  Loyola University Chicago
  Chicago, IL
• 07/2020 → 01/2025
  Lincoln Financial Advisors Corporation
  San Mateo, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Mateo, CA

Previous Registrations

• 2021-10-01 → 2025-01-24
  Osaic Fa, Inc.
  San Mateo, CA

Other Businesses

1) KAITLYN ZAWADA 1510 FASHION ISLAND BLVD SUITE 210 SAN MATEO, CA 94404 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE, PROPERTY & CASUALTY, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/2022 HOURS PER MONTH: 60 HOURS PER MONTH DURING TRADING HOURS: 60 2) KAITLYN ZAWADA POSITION: Financial Planner NATURE: As a Salaried Planner, I am paid by Robin Starr through the Heartland Payroll System. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/11/2023 ADDRESS: 1820 Gateway Drive, Suite 350, San Mateo CA 94404, United States DESCRIPTION: As a salaried planner, I provide the same service as I otherwise would as a commissioned planner. The only material difference is that I get paid on a bi-weekly basis by Robin Starr (another Athena planner) via the Heartland Payroll System. 3) WOMEN IN INSURANCE & FINANCIAL SERVICES POSITION: Board Member, Marketing NATURE: The organization supports women in insurance and financial services industry through a network and mission of attraction, development, and advancement. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 9171 Lakemont Dr., Elk Grove CA 95624, United States DESCRIPTION: Connect local chapter members via email and social media. Participate in board meetings and attend in person events/national conference.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-16