Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Zurbriggen is an investment advisor representative with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Richard has been in the financial industry for over 37 years, and has a variety of experience in wealth management, investment advisory, and insurance. Richard has a strong track record of helping clients achieve their financial goals. He holds the Series 6, 26, 63, and 65 licenses, as well as the SIE designation. Richard also holds the Chartered Financial Consultant designation. He is passionate about providing personalized financial advice to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
06/14/2024 - Present
Osaic Wealth, Inc. (TINLEY PARK IL)
FL
12/15/2000 - 06/14/2024
SECURITIES AMERICA, INC. (SANIBEL FL)
IL
04/01/1991 - 01/30/2001
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
MO
05/25/1989 - 06/05/1990
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IL
02/21/1986 - 07/31/1989
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
IA
Issued 08/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Zurbriggen is the right advisor for you? Invested Better is here to help.
