Best Investors Account Sign in
Inactive

Zachary Allen Kountz

Swisher Financial Concepts, Inc.

Westerville, OH

Claim This Profile
Current Employers
Swisher Financial Concepts, Inc.

612 Office Parkway Suite B, Westerville, OH 43082 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-01-19
  • OH RA
    APPROVED
    Since 2017-01-19

Branch Locations

612 Office Parkway Suite B, Westerville, OH 43082 • 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
Swisher Financial Concepts Westerville OH 06/2016 01/2017
Ohio National Financial Services Cincinnati OH 09/2016 01/2019
The O.N. Equity Sales Company Cincinnati OH 09/2016 01/2019
Swisher Financial Concepts, Inc. Westerville OH 01/2017 12/2023
Swisher Financial Concepts, Inc Westerville OH 01/2024 Present
  • 06/2016 → 01/2017
    Swisher Financial Concepts
    Westerville, OH
  • 09/2016 → 01/2019
    Ohio National Financial Services
    Cincinnati, OH
  • 09/2016 → 01/2019
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 01/2017 → 12/2023
    Swisher Financial Concepts, Inc.
    Westerville, OH
  • 01/2024 → Present
    Swisher Financial Concepts, Inc
    Westerville, OH
Other Businesses

Insurance. Life, health, accident, disability. 8 hrs/mo; 8 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-15
  • S66 Uniform Combined State Law Examination
    2016-12-15
Designations
Other Names
  • Zachary Kountz

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
ARSENEAU FINANCIAL
ELEVATION FINANCIAL PARTNERS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
PRIVATE ADVISOR GROUP, LLC
KEY INVESTMENT SERVICES LLC

Other Investors

JANET LEA GABEL
WILLIAM MITCHELL GARNER
SHAWN MICHAEL ARSENEAU
Deana Christine Arseneau
John Holden McKewen
ALLEN LEE WEAVER
Sathaporn Sathaporn Nguapha
DANIEL PATRICK MILLER

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Westerville, OH
ARSENEAU FINANCIAL · WESTERVILLE, OH
ELEVATION FINANCIAL PARTNERS, LLC · WESTERVILLE, OH
LPL FINANCIAL LLC · WESTERVILLE, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Westerville, OH
LPL FINANCIAL LLC · Westerville, OH
LPL FINANCIAL LLC · WESTERVILLE, OH
FIFTH THIRD SECURITIES, INC. · WESTERVILLE, OH

More in Westerville, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor