Zachary Morley

Current Employers

Employment History

• 05/2015 → Present
  Wisconsin Financial
  Madison, WI
• 08/2015 → Present
  The O.N Equity Sales Company
  Cincinnati, OH
• 07/2015 → Present
  Ohio National Financial Service
  Cincinnati, OH

Other Businesses

1)INSURANCE SALES; NOT INVESTMENT RELATED; 2923 MARKETPLACE DR. SUITE 210 MADISON WI 53719; LIFE INSURANCE; PRODUCER; 07/2015; 75 HOURS/MONTH (50 DURING SECURITY TRADING HOURS; SALE OF LIFE INSURANCE FOR INCOME PROTECTION. 2). Wisconsin financial group; 2923 marketplace drive suite 210 madison WI 53719; yes investment related; selling life insurance; financial Advisor; 07/01/2015-present; 60 hour/month (30 during market hours). 3) Wealth Building Cornerstone; not investment related; 2923 Marketplace Drive Madison WI 53719; Case and tech support; tech support; 02/10/2016-present; 40 hours/month; 40 trading hours/month; Help agents with tech and case support. 4). Easter Seal Wisconsin; Not investment related; 8001 Excelsior Drive, Suite 200, Madison, WI 53717; Non profit organization; Board of Directors; 01/03/2017-present; 1 hour/month(1 during trading hours); Serve of board of directors which requires quarterly board meeting one Friday morning of each quarter. 5). 1124 N. High Point LLC; Not investment related; 1910 Hawks Ridge Drive, Verona, WI 53593; Real Estate - Apartment Complex; General Partner; 09-30-2023-present; 0 hours/month (0 during securities hours/month); General partner investor in an apartment complex.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-08-21
• S65 Uniform Investment Adviser Law Examination
  2015-06-26