Zachary Thomas Scherer

Current Employers

Employment History

• 11/2014 → 06/2024
  Securities America, Inc.
  Fort Wayne, IN
• 11/2014 → 06/2024
  Securities America Advisors, Inc.
  Fort Wayne, IN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fort Wayne, IN

Previous Registrations

• 2014-11-14 → 2024-06-14
  Securities America Advisors, Inc.
  Indianapolis, IN
  Fort Wayne, IN
• 2013-03-05 → 2014-11-14
  Sunset Financial Services, Inc.
  Indianapolis, IN
  Indianapolis, IN
  Kansas City, MO

Other Businesses

1. LIFE INSURANCE POSITION: Agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 5/2005 - LOCATED AT 7223 ENGLE RD STE 205, FORT WAYNE, IN 46804. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2005 ADDRESS: 9000 Keystone Crossing, Suite 620, Indianapolis IN 46240 DESCRIPTION: Life Ins/Estate Planning that may involve: Term or Perm Life ins as well as Fixed or Variable Annuities. 2. SCHERER CAPITAL MANAGEMENT INC POSITION: President NATURE: Investment Advisory Services along with Financial Planning & Insurance Services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 10/01/2019 ADDRESS: 7223 Engle Rd, Suite 205, Fort Wayne IN 46804 DESCRIPTION: Scherer Capital Mgt, Inc was designed and built created in Fort Wayne, IN to provide financial planning and insurance business to current and new clients in the surrounding area. DBA - Scherer Capital Mgt, Inc 3. ASH BROKERAGE POSITION: Financial Advisor NATURE: Working with attorney's and their clients to design a solution based legal structured settlement agreement. This is completed by collaborating with Ash Brokerage professionals licensed through a legal structured settlements brokerage firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2024 ADDRESS: 888 S. Harrison St., Suite 900, Fort Wayne IN 46801, United States DESCRIPTION: Work closely with a settlement planner on my team assigned with Ash Brokerage. The team helps design a solution based on client needs and then provide the client's attorney with documents and language needed for the legal settlement agreement that is submitted to a court for approval as the result of an lawsuit.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-01
• S63 Uniform Securities Agent State Law Examination
  2005-04-02