Adviser and broker representative · Osaic Wealth, Inc.
Paul J. Zalduendo
CRD 5152603 · Oakbrook Terrace, IL
At a glance
Paul J. Zalduendo is an investment adviser representative with Osaic Wealth, Inc. in Oakbrook Terrace, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Paul’s SEC record dates to 2006, about 19 years ago. Paul is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Osaic Wealth, Inc.Since January 2024Oakbrook Terrace, IL · $235B in regulatory assets
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 6 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Paul’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
- Cory BannesterOakbrook Terrace
- William P. BishopOakbrook Terrace
- Gregg R. FortuneOakbrook Terrace · Certified Financial Planner, Chartered Financial Consultant
- David M. LewandowskiOakbrook Terrace
- Kevin J. WebbOakbrook Terrace
- Michael P. WebbOakbrook Terrace · Chartered Financial Analyst
- Pablo R. ZalduendoOakbrook Terrace
- Mark J. AasenWest Des Moines
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