Zachary Alexander Mcqueen

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

• 06/2016 → 06/2020
  University Of Denver
  Denver, CO
• 05/2019 → 09/2019
  Northwestern Mutual
  Greenwood Village, CO
• 06/2020 → Present
  Randy G Mcqueen Clu, Chfc, Cfp
  Overland Park, KS
• 01/2021 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Other Businesses

1. Licensed insurance agent in the state of Kansas. Lines of authority include life, health and (fixed) annuities. Commission-based sole proprietorship. Name: Zachary A McQueen, FPQP (owner) Address: 9007 W 106th St, Overland Park, KS 66212 Investment-related: No Time spent per month: 10 hours Time spent during active trading hours: 0 hours From 07/2020 to Present Duties include the solicitation, sale and servicing of fixed insurance products. 2. MCQUEEN FINANCIAL GROUP - FIXED INSURANCE POSITION: Broker NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2019 ADDRESS: 9007 W 106th St, Overland Park KS 66212, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 3. MCQUEEN FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 9007 W 106th St, Overland Park KS 66212, United States DESCRIPTION: Sale/marketing of securities, investment advisory, and insurance products

Exams

• S66 Uniform Combined State Law Examination
  2021-04-12

Designations

• Chartered Financial Analyst

Other Names

• Zachary Alexander Mcqueen
• Zachary Mcqueen