Zachary Allen Zettergren

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1998 → Present
  Zettergren Financial Group
  Hendersonville, TN
• 01/2009 → Present
  Affinity Benefits Of Tennessee, Llc
  Hendersonville, TN
• 02/2011 → 05/2021
  Next Financial Group Inc
  Hendersonville, TN
• 05/2021 → Present
  Silver Oak Securities, Inc.
  Jackson, TN

Previous Registrations

• 2011-02-22 → 2021-05-11
  Next Financial Group, Inc.
  Houston, TX
  Hendersonville, TN
• 2009-04-28 → 2009-10-02
  Signator Investors, Inc.
  Nashville, TN
  Hendersonville, TN
• 2008-01-03 → 2009-04-29
  Next Financial Group, Inc.
  Houston, TX
  Hendersonville, TN
• 2007-06-14 → 2007-12-31
  Principal Securities, Inc.
  Hendersonville, TN
  Brentwood, TN
  Brentwood, TN

Other Businesses

***1) Zettergren Financial Group,Is Investment Related,"3102 West End Ave, Suite 400, Nashville, TN, 37203, United States",Investment Advisory,Financial Advisor | Certified Financial Planner,1999-05-01,160 hours per month,160 hours per month during trading hours,Other Compensation,"Zettergren Financial Group is the DBA for Zachary Zettergren's investment activity as a Financial Advisor, Investment Advisor Representative, and Certified Financial Planner. Hybrid model with Fee Based and Commission based" ***2) Zachary A Zettergren Insurance Sales,Is Not Investment Related,"3102 West End Ave, Suite 400, Nashville, TN, 37203, United States",Selling Fixed Life and Health Insurance Products,Insurance Broker/Agent,2021-12-06,5 hours per month,5 hours per month during trading hours,Commission Compensation,"Selling and brokering of Life Insurance, LTC Insurance, Fixed Annuities, Health Insurance, Disability Insurance. Fixed insurance sales through brokerage" ***3) Double Z Autos LLC dba Music City Rides | Also known as Music City Hosting,Is Not Investment Related,"1075 Avery Trace Cir, , Hendersonville, TN, 37075, United States",Turo Automobile Rentals,Owner,11/24/2023,40 hours per month,0 hours per month during trading hours,Other Compensation,I rent automobiles owned by my LLC on Turo and receive income from it. Hosting other owners cars known as Music City Hosting

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-13
• S63 Uniform Securities Agent State Law Examination
  2002-10-21

Designations

• Certified Financial Planner

Other Names

• Zack A Zettergren
• Zack Zettergren