ZW
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Zachary Weimann

7 Years of Experience
Columbus, OH
BrokerSells Insurance

Zachary Weimann is a registered investment advisor, based in Columbus, OH, with 7 years of industry experience.

Location

222 E. Town Street, Suite 150, Columbus, OH, 43215

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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 ActivitiesSells Insurance

Zachary sells life insurance and annuities through Fixed Insurance since 2018. He also performs administrative work for Ryan Smith Financial Services, dedicating about a quarter of his time, and works full-time as an advisor for both RS Advisors and The Ameriflex Group.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
The Ameriflex Group
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
October 2022 - September 2023 · 11 mos
Principal Securities, INC.
June 2018 - November 2022 · 4 yrs 5 mos
Principal Securities, INC.Broker
May 2018 - November 2022 · 4 yrs 6 mos
State Registrations1 state
OH
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 Weimann - Financial Advisor | TrueAdvisor