Nancy Ann Pyzel

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

• 06/2008 → Present
  A Life Well Spent
  Campbell, CA
• 01/2011 → 10/2020
  Royal Alliance Associates, Inc.
  Campbell, CA
• 01/2011 → 02/2018
  Whjr Associates
  Campbell, CA
• 09/2020 → 01/2025
  Lincoln Financial Advisors Corp
  Campbell, CA
• 09/2020 → Present
  Acord & Fong Wealth Strategies
  Campbell, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Fairfield, CA

Previous Registrations

• 2020-10-22 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
  San Ramon, CA
  San Jose, CA
  Fairfield, CA
  Campbell, CA
• 2017-02-14 → 2020-11-04
  Nwf Advisory Services Inc
  San Jose, CA
  San Jose, CA
  Los Angeles, CA
• 2011-01-11 → 2017-08-30
  Whjr Associates
  Cupertino, CA
• 2011-01-11 → 2013-02-05
  Osaic Wealth, Inc.
  Campbell, CA
  San Jose, CA
• 2006-02-28 → 2011-01-13
  1St Global Advisors Inc
  Cupertino, CA
  Los Altos, CA

Other Businesses

1. WRITER FOR FOOLISH TIMES OF MONTEREY POSITION: Self NATURE: Monthly Humor Column INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: N/A DESCRIPTION: Write a humor column once a month. 2. SECRETARY FOR WOMEN IN FINANCIAL SERVICES POSITION: Secretary NATURE: WIFS' Mission is devoted to advancing career opportunities INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: N/A DESCRIPTION: I will take notes at monthly member meetings and attend board meetings. 3. POA FOR HUSBAND POSITION: POA NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 2105 S. Bascom Avenue Suite 300, Campbell, CA 95008 DESCRIPTION: No duties are associated with this OBA. 4. PYZEL FAMILY LIVING TRUST POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2011 ADDRESS: 2105 S. Bascom Avenue Suite 300, Campbell, CA 95008 DESCRIPTION: As the trustee of the Pyzel Family Living Trust I created with a trust attorney in 2011, I don't have any duties unless my husband is incapacitated or dies. 5. NANCY PYZEL - FIXED INSURANCE POSITION: Agent NATURE: I intend to sell non-variable life and annuity products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/22/2020 ADDRESS: 2105 S Bascom Ave., Ste. 300, Campbell CA 95008, United States DESCRIPTION: I intend to sell non-variable life and annuity products. 6. NANCY PYZEL - TAX PLANNING POSITION: Sole Proprietor NATURE: Tax planning as an IRS Enrolled Agent. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2001 ADDRESS: 227 Younglove Ave, Santa Cruz CA 95060, United States DESCRIPTION: Offer tax planning services as an IRS Enrolled Agent. 7. A LIFE WELL SPENT POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2000 ADDRESS: 227 Younglove Ave, Santa Cruz CA 95008, United States DESCRIPTION: Income tax planning. 8. BOARD MEMBER WOMEN IN FINANCIAL SERVICES POSITION: Board Member NATURE: WIFS' Mission is devoted to advancing career opportunities, providing professional development and representing women's interests in a male-dominated industry. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 227 Younglove Ave, Santa Cruz CA 95008, United States DESCRIPTION: I will attend board meetings, vote on issues, and advise on activities for the group.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-23

Other Names

• Nancy Ann Heuler