Zachary D Croonquist

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 05/2020
  Teckmeyer Financial Services, Llc
  Omaha, NE
• 05/2020 → 06/2024
  Securities America, Inc.
  Bennington, NE
• 05/2020 → 06/2024
  Securities America Advisors
  Bennington, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bennington, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bennington, NE

Previous Registrations

• 2020-06-15 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
  Bennington, NE
• 2016-03-07 → 2020-06-12
  Teckmeyer Financial Services, L.L.C.
  Omaha, NE

Other Businesses

1. INSURANCE POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 50 START DATE: 05/15/2020 ADDRESS: 17608 Scott St Bennington NE 68007 DESCRIPTION: Solicit based on client needs

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-07
• S63 Uniform Securities Agent State Law Examination
  2015-02-27