Zachary Nicholas Disette

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2016 → Present
  Infinitas
  Overland Park, KS
• 07/2016 → Present
  Commonwealth Financial Network
  San Diego, CA

Other Businesses

1. Fixed insurance sales; As of 9/12/2019; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Tarzan Properties, LLC, an entity created for the purpose of buying & managing residential real estate at 2200 Condolea Terrace, Leawood, KS 66209, as of 3/28/2018; 0% of time spent during business hours; Not conducted at branch; Investment related. 3. Co-owner, WCBD, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Overland Park, KS 66210; as of 07/01/2025; 100% time spent during business hours; Conducted at branch; Investment related. 4. Owner, DiSette Financial; a private entity established to facilitate securities, advisory, and insurance business; Located in Overland Park, KS 66210; as of 05/09/2024; 100% time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, Infinitas Planning Group LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-30

Other Names

• Zack Nicholas Disette