Zachary Alan Rapp

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2014 → Present
  Jon Coomer
  Troy, OH
• 04/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2014-08-21 → 2016-05-02
  Transamerica Financial Advisors, Llc
  Greenville, OH

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 4/2016 AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK - 10/TRADING. 2.COOMER & COMPANY FINANCIAL SERVICES INC, 322 W MAIN ST, STE A, TROY, OH, 6/2014 AS INDEPENDENT INSURANCE AGENT SELLING/SERVICING LIFE & DISABILITY PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. 40 HR/MO - 20/TRADING. 3.TECUMSEH EDUCATION FDN, NEW CARLISLE, OH, 9/2016 AS TREASURER. NIR - 4 HR/MO - 0/TRADING. 4. JON COOMER INVESTMENT MANAGEMENT, 322 W MAIN ST, TROY, OH, 09/2019. NOTARY PUBLIC. NIR-1/YR-0/TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-21

Other Names

• Zachary Rapp