Gregory Kenneth Zuspann

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-01-19

MN RA
APPROVED

Since 2024-01-19

Branch Locations

Harris, MN • 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
Thrivent Investment Management Inc	Prior Lake	MN	09/2014	05/2023
Thrivent Financial	Appleton	WI	01/2015	05/2023
Woodbury Financial Services Inc	Prior Lake	MN	05/2023	01/2024
Osaic Wealth, Inc.	Prior Lake	MN	01/2024	Present

09/2014 → 05/2023

Thrivent Investment Management Inc

Prior Lake, MN
01/2015 → 05/2023

Thrivent Financial

Appleton, WI
05/2023 → 01/2024

Woodbury Financial Services Inc

Prior Lake, MN
01/2024 → Present

Osaic Wealth, Inc.

Prior Lake, MN

Previous Registrations

2023-05-25 → 2024-01-19

Woodbury Financial Services, Inc.

Elkhorn, NE

Prior Lake, MN

Prior Lake, MN
2014-10-28 → 2023-05-30

Thrivent Investment Management Inc.

Minneapolis, MN

Prior Lake, MN

Other Businesses

1) PRIOR LAKE FIRE DEPARTMENT POSITION: Firefighter NATURE: Volunteer Firefighter INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2005 ADDRESS: 16776 Fish Point Rd SE, Prior Lake MN 55372, United States DESCRIPTION: Volunteer Firefighter 2) ZUSPANN FINANCIAL POSITION: Investment Advisor Representative NATURE: DBA for Securities Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/25/2023 ADDRESS: 17424 Deerfield Dr SE, Prior Lake MN 55372, United States DESCRIPTION: Support Securities clients with their investment needs 3) ZUSPANN INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2024 ADDRESS: 17424 Deerfield Dr SE, Prior Lake MN 55372, United States DESCRIPTION: I sell traditional life insurance, LTC, DI and fixed Annuities. Companies that i have done business with include: Banner, Protective, Prudential, Ameritas, MN Life, Advisor Resources, Simplicity, Transamerica, Midland National, Principal, Symetra