Zachary Wesche

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2017 → 11/2020
  Barnes & Noble
  Orlando, FL
• 07/2017 → 03/2018
  Publix
  Lakeland, FL
• 08/2016 → 08/2020
  University Of Central Florida
  Orlando, FL
• 09/2020 → 05/2021
  Thrivent Investment Management Inc
  Heathrow, FL
• 05/2021 → 04/2024
  Fidelity Investments
  Lakeland, FL
• 04/2024 → Present
  Lpl Financial Llc
  Lakeland, FL
• 04/2024 → Present
  Allen And Company
  Lakeland, FL

Previous Registrations

• 2023-05-01 → 2024-04-23
  Fidelity Personal And Workplace Advisors
  Lakeland, FL
• 2021-01-04 → 2021-05-24
  Thrivent Investment Management Inc.
  Heathrow, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-12-23