ZZ
CFP
ZZ
CFP

Zachary Zant

10 Years of Experience
Lagrange, KY
Broker

Zachary Zant is a CFP-designated registered investment advisor, based in Lagrange, KY, with 10 years of industry experience.

Location

309 W. Jefferson Street, Lagrange, KY, 40031

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Zachary provides financial planning and investment management services under the name Financial Solutions, dedicating a few hours per week. He also serves as Treasurer for the Oldham Chamber and Economic Development, spending minimal time per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
August 2015 - February 2025 · 9 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
July 2015 - February 2025 · 9 yrs 7 mos
State Registrations15 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Zachary Zant - Financial Advisor | TrueAdvisor