Zach Lussman

Current Employers

Employment History

• 12/2009 → Present
  First Heartland Financial Group
  Clive, IA
• 04/2011 → 01/2025
  Lincoln Financial Securities Corporation
  Clive, IA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Clive, IA

Previous Registrations

• 2012-07-12 → 2025-01-24
  Osaic Fs, Inc.
  Johnston, IA
  Altoona, IA
  Ankeny, IA
  Clive, IA
  Des Moines, IA
  Clive, IA
  Ames, IA

Other Businesses

1)FIRST HEARTLAND FINANCIAL GROUP, 1350 NORTHWEST 138TH STREET SUITE 300, CLIVE, IA. 50325. INSURANCE, INVESTMENT RELATED, AGENT OFFERING TRADITIONAL LIFE INSURANCE AND FIXED ANNUITIES, STARTED ON 02/02/2010 WORKING 160 HPM 100 DURING TRADING HOURS. 2)FIRST HEARTLAND FINANCIAL GROUP 1350 NW 138TH ST CLIVE, IA 50325 CATEGORY: INDEX ANNUITIES INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING EQUITY INDEX ANNUITIES. START DATE: 12-1-2011 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3) FIRST HARTLAND FINANCIAL GROUP 1350 NW 138TH ST. , STE. 300 CLIVE, IA 50325 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/EMPLOYEE DUTIES: ABILITY TO OFFER CLIENTS ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNT, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, PROPERTY AND CASUALTY INSURANCE, PREMIUM FINANCING, SERVICE FEE-BASED GROUP BENEFITS, AND TRADITIONAL LIFE INSURANCE START DATE: 1/16/2014 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-09
• S63 Uniform Securities Agent State Law Examination
  2011-04-27