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Zachary Allen Steinbrunner

Osaic Wealth, Inc.

Versailles, OH

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-02
  • OH RA
    APPROVED
    Since 2021-11-02

Branch Locations

10511 Kley Road, Versailles, OH 45380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Emerson Sidney OH 05/2017 08/2017
Liberty National Insurance Agency Mason OH 05/2019 06/2019
Classic Carriers Inc. Versailles OH 09/2020 04/2021
Prenger Financial Services Versailles OH 04/2021 06/2021
Hillsdale College Versailles OH 08/2015 12/2019
Royal Alliance Associates, Inc. Versailles OH 06/2021 09/2022
Unemployed Versailles OH 12/2019 09/2020
Osaic Wealth, Inc. Versailles OH 09/2022 Present
  • 05/2017 → 08/2017
    Emerson
    Sidney, OH
  • 05/2019 → 06/2019
    Liberty National Insurance Agency
    Mason, OH
  • 09/2020 → 04/2021
    Classic Carriers Inc.
    Versailles, OH
  • 04/2021 → 06/2021
    Prenger Financial Services
    Versailles, OH
  • 08/2015 → 12/2019
    Hillsdale College
    Versailles, OH
  • 06/2021 → 09/2022
    Royal Alliance Associates, Inc.
    Versailles, OH
  • 12/2019 → 09/2020
    Unemployed
    Versailles, OH
  • 09/2022 → Present
    Versailles, OH
Other Businesses

1. PRENGER FINANCIAL SERVICES, INC. POSITION: Registered Representative and Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/06/2022 ADDRESS: 10511 Kley Rd., PO Box 339, Versailles OH 45380, United States DESCRIPTION: Sales and service of client accounts. 2. Fixed Insurance - Prenger Financial Services POSITION: Licensed Broker NATURE: S-COPRP INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/05/2021 ADDRESS: 10511 KLEY RD VERSAILLES OH 45380 DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 3. LIONS CLUB POSITION: Secretary NATURE: Not-for-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2024 ADDRESS: 106 S. Center St., Versailles OH 45380, United States DESCRIPTION: Emailing members of upcoming meetings, ordering meals, taking meetings minutes and attendance. 4. POULTRY DAYS POSITION: Board Member - Bulk NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2024 ADDRESS: 104 E. Main St., Versailles OH 45380, United States DESCRIPTION: Overseeing the bulk chicken orders for the Poultry Days festival in Versailles every June. In charge of packaging and transporting bulk chicken coolers to their required destination.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2021-11-01

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