E Zahrbock
E Zahrbock is a ChFC-designated registered investment advisor at First Associated Investment Advisors, INC., based in Cumberland, WI, with 47 years of industry experience. E operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $93M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Cumberland, WI
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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
E is involved in several outside business activities, including being a limited partner in a family partnership holding commercial real estate, an independent broker selling life, long-term care, and disability insurance, and president of a general life insurance consulting firm. E also dedicates a few hours per week to various volunteer boards and homeowner associations.
Employment History
Current Registrations
First Associated Investment Advisors, INC.
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
B&e Investment Advisers, INC.
Valmark Securities, INC.Broker
Walnut Street Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Planners Financial Services, INC.Broker
Nel Equity Services CorporationBroker
General American Life Insurance CompanyBroker
Nel Equity Services CorporationBroker
State Registrations1 state
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.