William Walter Zurek

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

• 05/2011 → 08/2017
  Community State Bank
  Union Grove, WI
• 07/2015 → 08/2017
  Securities America Inc
  Union Grove, WI
• 07/2015 → 08/2017
  Securities America Advisors
  Union Grove, WI
• 08/2017 → 01/2024
  Woodbury Financial Services Inc
  Lake Zurich, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lake Zurich, IL

Previous Registrations

• 2017-08-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lake Zurich, IL
  Lake Zurich, IL
  Naples, FL
• 2015-07-23 → 2017-08-10
  Securities America Advisors, Inc.
  Union Grove, WI
• 2010-11-29 → 2015-07-22
  Fintegra, Llc
  Chicago, IL
  Union Grove, WI
  Salem, WI
  Waterford, WI
  Burlington, WI
• 2006-09-06 → 2007-04-30
  Vision Asset Management Inc
  Mount Prospect, IL
• 2006-05-16 → 2006-09-29
  Fifth Third Securities, Inc.
  Lake Zurich, IL
  Northbrook, IL
  Rolling Meadows, IL
• 2002-05-31 → 2003-12-19
  Ubs Financial Services Inc.
  Schaumburg, IL
• 2000-12-26 → 2002-06-28
  A. G. Edwards & Sons, Inc.
  Barrington, IL

Exams

• S66 Uniform Combined State Law Examination
  2000-12-19
• S63 Uniform Securities Agent State Law Examination
  1989-01-25