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Zachariah J. Spicer

Amfg Wealth Management LLC

Ashland, OH

Westlake, OH

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Current Employers
Amfg Wealth Management Llc

924 Westpoint Parkway Suite 100, Westlake, OH 44145 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-06-24
  • OH RA
    APPROVED
    Since 2020-06-24

Branch Locations

925 Ridge Road, Ashland, OH 44805 • United States

924 Westpoint Parkway Suite 100, Westlake, OH 44145 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American United Life Akron OH 10/2014 05/2020
Oneamerica Securities Akron OH 12/2014 05/2020
Liberty Partners Financial Services Mt. Pleasant SC 05/2020 Present
Westpoint Wealth Management Akron OH 05/2020 Present
Amfg Wealth Management Llc Berea OH 06/2020 Present
  • 10/2014 → 05/2020
    American United Life
    Akron, OH
  • 12/2014 → 05/2020
    Oneamerica Securities
    Akron, OH
  • 05/2020 → Present
    Liberty Partners Financial Services
    Mt. Pleasant, SC
  • 05/2020 → Present
    Westpoint Wealth Management
    Akron, OH
  • 06/2020 → Present
    Berea, OH
Previous Registrations
Other Businesses

1.Other Business Name: WestPoint Wealth Management LLC 2.Investment Related? Yes 3.Address of Other Business: 66 Front Street, Berea, OH 44017 4.Nature of Other Business: Fixed Insurance Product Sales 5.Position/Title/Relationship with Other Business: Life Insurance Agent 6.Start Date: 04/2020 7.Hours Per Month:20 8.Market Hours Per Month:20 9.Duties Related to Other Business: Selling Life, Disability Annuities and Long Term Care Insurance Products 1.Other Business Name: ZJS Real Estate Investments, LLC 2.Investment Related? No 3.Address of Other Business: 925 RIDGE RD, ASHLAND, OH 44805 4.Nature of Other Business: Real Estate/Rental Properties 5.Position/Title/Relationship with Other Business: Owner 6.Start Date: May 2018 7.Hours Per Month: 0 8.Market Hours Per Month: 0 9.Duties Related to Other Business: Receipt of rental income

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-16
S63 Uniform Securities Agent State Law Examination 2013-06-04
  • S65 Uniform Investment Adviser Law Examination
    2013-08-16
  • S63 Uniform Securities Agent State Law Examination
    2013-06-04
Other Names
  • Zachariah Spicer

View on SEC IAPD

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