Edward John Zeches

Employer firm

Zeches Wealth Management CRD 170279

$101M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2000 → Present
  Lpl Financial, Llc
  Tucson, AZ
• 01/2014 → Present
  Zeches Wealth Management Group, Llc Dba:ZEches Wealth Management
  Tucson, AZ

Other Businesses

(1) 2/1/2005 - DBA WITH TAX OBA - ZECHES FINANCIAL SERVICES, PROFESSIONAL CORPORATION - CERTIFIED PUBLIC ACCOUNTANT (CPA), TAX PREPARATION SERVICES. - RELATED DBA: ZECHES FINANCIAL SERVICES, PC - TUCSON, AZ. (2) 5/21/2014 - Zeches Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 05/20/2014 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Zeches Wealth Management Group, LLC, an independent investment advisor firm. I started this business activity in 05/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 07/21/2014: ZECHES WEALTH MANAGEMENT - INV REL - 2850 N. SWAN ROAD, SUITE 100, TUCSON, AZ 85712 & PHOENIX: 4647 N. 32ND STREET, SUITE 110, PHOENIX, AZ 85018 - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) ZECHES WEALTH MANAGEMENT - START 05/20/2014 - 160 HR/MO ALL DURING SECS TRDG HRS - PROVIDE FINANCIAL PLANS AND ADVICE FOR HOURLY AND/OR FIXED FEES DEPENDING ON THE CIRCUMSTANCE (4) 2/15/2018 - LTCI Partners, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/07/2018 - 2 Hours Per Month/0 Hours During Securities Trading - Long Term Care Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-06
• S63 Uniform Securities Agent State Law Examination
  1998-11-25

Other Names

• Edward Louis Papenfus
• Edward John Jr Zeches