Robert Ryan Zvonek

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-07-07
MI	RA	APPROVED	2023-09-01

FL RA
APPROVED

Since 2025-07-07
MI RA
APPROVED

Since 2023-09-01

Branch Locations

Oxford, MI • United States

12900 Hall Road Suite 110, Sterling Heights, MI 48313 • 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

Organization	City	State	From	To
Summit Brokerage Services Inc	Sterling Heights	MI	07/2009	Present
Osaic Wealth, Inc.	Sterling Heights	MI	09/2023	Present
Sagepoint Financial	Sterling Heights	MI	03/2010	09/2023

07/2009 → Present

Summit Brokerage Services Inc

Sterling Heights, MI
09/2023 → Present

Osaic Wealth, Inc.

Sterling Heights, MI
03/2010 → 09/2023

Sagepoint Financial

Sterling Heights, MI

Previous Registrations

2010-06-24 → 2023-09-01

Osaic Services, Inc.

Scottsdale, AZ

Sterling Heights, MI

Other Businesses

1. DIVERSIFIED MEDICAL BILLING ADMINISTRATIVE SUPPORT LESS THAN 20 HOURS A MONTH DURING NON TRADING HOURS PERFORMING ADMIN RELATED TASKS SUCH AS FILING AND CORRESPONDENCE. 2. MIDWEST FINANCIAL ADVISORS,NOT INVESTMENT RELATED,12900 HALL ROAD, SUITE 415 STERLING HEIGHTS, MI 48313,VICE PRESIDENT/AGENT,START DATE :01-AUG-2005,HOURS :160,SECURITY HOURS: 160, OFFER INSURANCE AND FINANCIAL ADVICE TO MY CLIENTS. 3. ROBERT ZVONEK, INVESTMENT RELATED,12900 HALL RD STE 415,INVESTMENT ADVISOR,START DATE :01-MAR-2010, HOURS :80, SECURITY HOURS: 80,MANAGING CLIENT ACCOUNTS, MONITORING INVESTMENTS AND REBALANCING ACCOUNTS. 4. MIDWEST INSURANCE,NON-IVESTMENT RELATED,12900 HALL RD STE 415 STERLING HEIGHTS MI 48313,AGENT,1/2007,20HRS/MON,20HRS DURING TRADING,MATCHING BOTH INDIVIDUALS AND GROUPS WITH HEALTH INSURANCE COVERAGE THROUGH ONE OF THE FOLLWOIUNG COMPANIES I AM APPPOINTED WITH IN THE STATE OF MICHIGAN: AETNA BLUE CROSS BLUE SHIELD OF MI BLUE CARE NETWORK CELTIC GOLDEN RULE HAP HUMANA UNITED HEALTH CARE UNITED HEALTH INSURANCE 5. CLINTON RIVER WATERSHED COUNCIL POSITION: Committee Member NATURE: Non Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2015 ADDRESS: 1115 W Avon Rd, Rochester MI 48309, United States DESCRIPTION: Part of Finance Committee as part of 6 member group that reviews and offers insight on council financial activities. Finance committee has no implicit authority. 6. MIDWEST FINANCIAL ADVISORS POSITION: Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2006 ADDRESS: 12900 Hall Road, Ste 110, Sterling Heights MI 48313, United States DESCRIPTION: Managing existing client accounts and relationshipsDeveloping New businessOnboarding new clients