Zachary Omanson is a registered investment advisor, based in Boca Raton, FL, with 17 years of industry experience.
Location
2500 North Military Trail, Suite 206, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary is a manager at United Team Wealth Management, providing investment and insurance services through Avantax, and a manager at UTT Holdings LLC, offering health, property, and casualty insurance, along with tax and bookkeeping services. He also works as an insurance agent selling various insurance products, including annuities, through Avantax, and sells equity indexed annuities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Boulder Wealth Management, LLC
LPL Financial LLCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations21 states
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