Christopher Michael Zonca

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

• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA
• 05/1999 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA

Previous Registrations

• 2000-10-19 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
  San Ramon, CA

Other Businesses

1. CHRISTOPHER ZONCA/CRUMP POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 3/2000 ADDRESS: PO Box 5154, 3000 Executive Parkway, Suite 400, San Ramon, CA 94583 DESCRIPTION: Offers disability insurance, fixed/indexed annuities, long-term care insurance and traditional life insurance. 2. MODERN WEALTH PARTNERS POSITION: Financial Planner NATURE: Sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 07/01/1999 ADDRESS: 6101 Bollinger Canyon Road, Ste. 225, San Ramon CA 94583, United States DESCRIPTION: financial planning for individual and families.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1999-08-26