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Richard Z
ChFC®, Series 63, Series 65
Sanibel, FL
OSAIC
Richard Zurbriggen is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including long tenures at Securities America Advisors, Inc. and his own firm, Zurbriggen Financial & Insurance Services. Outside of his advisory work, he is involved in wildlife photography and serves as treasurer for a local homeowners association, in addition to being a silent investor in a safari company in Uganda. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, with services offered on both discretionary and non-discretionary bases.
Kyle Z
Series 65, Series 63
Sanibel, FL
OSAIC
Kyle Zurbriggen is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors and Rick Bonfirm Ministries. Kyle is also involved in Zurbriggen Financial, working under Richard Zurbriggen as an investment advisor representative. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions.
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