Zachary Poker

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

• 04/2023 → 02/2025
  Mml Investors Services, Llc
  Wauwatosa, WI
• 11/2022 → 02/2025
  Massmutual Life Insurance Co
  Wauwatosa, WI
• 12/2018 → 12/2022
  American Income Life
  Pittsburgh, PA
• 01/2017 → 12/2018
  Ptc
  Greensburg, PA
• 06/2013 → 12/2017
  University Of Pittsburgh
  Pittsburgh, PA
• 02/2025 → Present
  Osaic Wealth, Inc.
  Pewaukee, WI

Previous Registrations

• 2023-09-19 → 2025-02-20
  Mml Investors Services, Llc
  Wauwatosa, WI
  Madison, WI

Other Businesses

1) NAME: Poker Financial Group INV REL: Y ADD: Residential Address NATURE: OUTSIDE INSURANCE BUSINESS POSITION: INSURANCE BROKER START DATE: 02/05/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE AND FIXED ANNUITIES. 2) NAME: PEDAL TAVERN INV REL: N ADD: N50W35016 WISCONSIN AVE, OKAUCHEE LAKE WI 53066 NATURE: STEER PEDAL TAVERN AROUND WHILE PEOPLE HAVE FUN AND PEDAL POSITION: DRIVER START DATE: 07/14/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: STEER PADEL TAVERN AROUND WHILE PEOPLE ON THE BIKE PEDAL AND STOP AT BARS. 3) NAME: FFIG NATURE: OUTSIDE INSURANCE BUSINESS POSITION: INSURANCE BROKER START DATE 2/5/2025 HR/MO DURING TRADING: 1 DUTIES: SALES AND SERVICES INDIVIDUAL LIFE AND FIXED ANNUITIES 4) FUTURITY FIRST INS. GROUP POSITION: Insurance sales person NATURE: LLC, but also not sure. its not my company INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 02/13/2025 ADDRESS: 11414 W Park Pl, Milwaukee WI 53224, United States DESCRIPTION: It's my job to recommend insurances for clients as needed and only when appropriate. 5) PEDAL TAVERN POSITION: to drive the pedal tavern and entertain people while they're having fun NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 120 E Wisconsin Ave, Oconomowoc WI 53066, United States DESCRIPTION: Drive the pedal tavern around 6) LAKE COUNTRY WEALTH STRATEGIES POSITION: Founder and Wealth Strategist NATURE: Lake Country Wealth Strategies is just the DBA that we use for our practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 08/05/2026 ADDRESS: N27W23957 Paul Road Suite 105, Pewaukee WI 53072, United States DESCRIPTION: Financial Planning, investing and Insurances

Exams

• S66 Uniform Combined State Law Examination
  2023-09-12