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Eric Z
Series 66
Sheridan, CO
OSAIC Institutions, INC.
Eric Zemp is a financial advisor at Osaic Institutions, Inc. holding a Series 66 designation. He has one year of industry experience, having joined Osaic Institutions in 2025. Prior to his current role, he worked in various positions across multiple industries including automotive, retail, and coding education. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and extensive use of third-party promoters and co-advisory arrangements.
Wayne B
ChFC®, Series 63
Sheridan, CO
OSAIC Institutions, INC.
Wayne Bellinger Jr. is a financial advisor at OSAIC Institutions, Inc. with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Bellco Credit Union and CUSO Financial Services, LP. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.
William C
Series 66
Sheridan, CO
OSAIC Institutions, INC.
William Cassidy is a financial advisor with Osaic Institutions, Inc. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Bellco Credit Union, CUSO Financial Services, LPL Financial, and Equitable Advisors. Outside of his advisory work, he is involved as an investor and partner in a private business focused on business management and marketing. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and emphasizing both discretionary and non-discretionary account management.
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