Vincent Edward Zinsmeyer

Current Employers

Employment History

• 06/1985 → Present
  Amcorp Insurance & Financial Services
  San Antonio, TX
• 09/2014 → 07/2020
  Lpl Financial Llc
  San Antonio, TX
• 09/2014 → 07/2020
  Global Retirement Partners
  San Rafael, CA
• 07/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 07/2020 → Present
  Alera Investment Advisors, Llc
  San Antonio, TX
• 08/2024 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 2014-09-17 → 2020-07-15
  Global Retirement Partners Llc
  San Antionio, TX
  San Rafael, CA
• 2011-08-04 → 2014-11-17
  Financial Telesis Inc
  San Rafael, CA
  San Antonio, TX
  San Antonio, TX
• 2008-10-31 → 2011-08-09
  Osaic Services, Inc.
  San Antonio, TX
• 2003-09-23 → 2008-10-31
  American General Securities Incorporated
  San Antonio, TX
  Houston, TX
  San Antonio, TX

Other Businesses

1) AMCORP;not investment related;3519 Paesanos Pkwy,#106,San Antonio,TX 78231;employee benefits;partner;9/1/1985;70 hrs/month;3.5 hrs during trading;managing/meeting with employers 2) Alera Group;investment related;Three Parkway North,Suite 500,Deerfield,Il 60015;corporation and parent company for the Alera affiliates;broker;9/15/1986;160 hrs/month;6.5 hrs during trading;financial professional for Alera Group,which operates under dba names Alera Group Wealth Services and Alera Group Retirement Plan Services 3) ALERA INVESTMENT ADVISORS POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 01/01/2020 ADDRESS: Three Parkway North, #500, Deerfield IL 60015 DESCRIPTION: work with clients on investment planning and 401k 4) FIXED INS POSITION: Insurance agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/12/2000 ADDRESS: 3519 PAESANOS PKWY STE 106, SAN ANTONIO TX 78231 DESCRIPTION: Fixed Life Insurance sales 5) ALERA GROUP POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/15/2020 ADDRESS: 3519 PAESANOS PKWY STE 106, SAN ANTONIO TX 78231 DESCRIPTION: Employee of Alera Group

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-11
• S63 Uniform Securities Agent State Law Examination
  1992-10-09