Denise Zumbrun is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 22 years of industry experience. Denise 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
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Chelsea Financial ServicesBroker
Claraphi Advisory Network, LLC
Thurston Springer Financial
Thurston Springer FinancialBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
Legend Equities CorporationBroker
Merrimac Corporate Securities, INC.Broker
Investors Capital CORP.Broker
Fortis Investors, INC.Broker
Intervest International Equities CorporationBroker
State Registrations1 state
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.