Zachary James Osmond

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 09/2016 → Present
  Oz Entertainment Llc
  Provo, UT
• 08/2018 → 04/2023
  Brigham Young University
  Provo, UT
• 04/2022 → 07/2022
  Lumio Hx Inc
  Lehi, UT
• 09/2022 → 11/2022
  Storyteller Canyon Operating Company Llc
  Sundance, UT
• 09/2016 → 08/2018
  The Church Of Jesus Christ Of Latter-Day Saints
  Nagoya
• 08/2012 → 05/2016
  Timpview High School
  Provo, UT
• 01/2021 → 06/2021
  Blue Market, Llc
  Provo, UT
• 05/2016 → 09/2016
  Brigham Young University
  Provo, UT
• 01/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2024 → Present
  Cetera Investment Advisers
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: OZ ENTERTAINMENT LLC INVESTMENT RELATED: NO ADDRESS: 2208 TEMPLE VIEW DRIVE, PROVO, UT 84604 NATURE OF BUSINESS: LIVE ENTERTAINMENT AND A/V SERVICES START DATE: 9/2016 POSITION/TITLE/RELATIONSHIP: CEO AND OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I AM THE SOLE OWNER AND OPERATOR OF THIS BUSINESS. I PROVIDE ON-SITE SERVICES FOR ENTERTAINMENT AND A/V ASSISTANCE. ADDITIONALLY, I AM IN CHARGE OF LOGISTICS, SCHEDULING, ACCOUNTING, AND OTHER COMMON BUSINESS DUTIES; 3. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: January 2024 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2024-04-30

Other Names

• Zak James Osmond