Gary Robert Zoller

Current Employers

Employment History

• 07/2002 → Present
  Meert/Zoller Financial Group
  Auburn, IN
• 12/2023 → Present
  Apple Tree Asset Management, Llc
  Fort Wayne, IN

Previous Registrations

• 2010-01-28 → 2023-12-31
  Meert/ Zoller Financial Group
  Hamilton, IN
• 2010-01-28 → 2011-12-31
  Meert/ Zoller Financial Group
  Hamilton, IN
• 2007-06-11 → 2010-02-08
  Ssn Advisory, Inc.
  Auburn, IN
• 2005-03-28 → 2007-06-29
  Cambridge Investment Research Advisors, Inc.
  Auburn, IN
• 2002-07-25 → 2005-03-28
  Cambridge Investment Research, Inc.
  Auburn, IN
• 2001-06-01 → 2002-08-23
  A. G. Edwards & Sons, Inc.
  Auburn, IN

Other Businesses

1) MEERT/ZOLLER FINANCIAL GROUP- SAME ADDRESS AS SECURITIES BUSINESS; PRESIDENT; INSURANCE AND INVESTMENT SERVICES; 40 HRS. PER A WEEK 2) AUBURN IMAGE CENTER INC.; 1120 W. 15TH STREET, AUBURN, IN 46706; OWNER; LESS THAN 5 HOURS DEVOTED PER MONTH, NO HOURS DEVOTED DURING TRADING HOURS; NOT INVESTMENT RELATED. 3) BOSWELL-ZOLLER INC.; 1120 W. 15TH ST., AUBURN, IN 46706; OWNER; LESS THAN 5 HOURS PER MONTH, NO HOURS DEVOTED DURING TRADING HOURS; NOT INVESTMENT RELATED; BOD - AUBURN ROTARY CLUB; UNITED WAY OF DEKALB COUNTY BOD - 1% OF TIME SPENT 4) APPLE TREE ASSET MANAGEMENT, LLC - FORT WAYNE, IN; INVESTMENT ADVISER REPRESENTATIVE; STATE DATE: 12/2023 TO PRESENT; 20 HRS. PER WEEK DURING TRADING; INVESTMENT ADVISORY SERVICES.

Exams

• S66 Uniform Combined State Law Examination
  2001-02-20
• S63 Uniform Securities Agent State Law Examination
  2000-12-08