Pablo Zalduendo
Pablo Zalduendo is a registered investment advisor at Osaic Wealth, INC., based in Oakbrook Terrace, IL, with 41 years of industry experience. Pablo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1801 S Meyers Rd Ste 150, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2008Customer Dispute
May 2004Customer Dispute
February 2004Customer Dispute
June 1999Other Business ActivitiesSells Insurance
Pablo is a sole proprietor of Z Group Financial, offering non-securities products like traditional life insurance and fixed annuities, dedicating nearly full-time hours to this. He also manages Independent Advisors Group LLC, spending minimal time on tasks like signing tax returns and negotiating rent.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
AXA Advisors, LLCBroker
AXA Advisors, LLC
Trusted Securities Advisors CORP.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
1717 Capital Management CompanyBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Fsc Securities CorporationBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.