Zachary Stephen Van Zant

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2015 → Present
  (Dba) Financial Solutions, Inc.
  Lagrange, KY
• 07/2015 → 02/2025
  Concourse Financial Group Securities Inc
  Lagrange, KY
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Lagrange, KY
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-08-26 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Lagrange, KY
  Birmingham, AL

Other Businesses

(dba) FINANCIAL SOLUTIONS; Investment Related; 309 W Jefferson Street, Lagrange, KY 40031; Financial Services; Financial Planner; Start Date 07/2015; 10 hours per month with 8 hours per month occurring during trading hours; Provide clients with comprehensive financial planning and investment management services. >> OLDHAM CHAMBER AND ECONOMIC DEVELOPMENT; Non-Investment Related; 1112 S 1st Avenue, Lagrange, KY 40031; Economic Development; Treasurer; Start Date 11/2017; 3 hours per month with no hours per month occurring during trading hours; As treasurer I provide guidance on the budget and financial standing of the organization - I review the proposed annual budget and assist the Director in examining it throughout the year.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-26

Designations

• Certified Financial Planner

Other Names

• Zachary Vanzant
• Zack Stephen Van Zant