Zachery Morgenstern

Employer firm

David Vaughan Investments, LLC CRD 105990

$5.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• TAX QUALIFIED AND TAFT-HARTLEY PENSION PLAN CONSULTING 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

• 02/2019 → 11/2021
  Edward Jones
  St Louis, MO
• 08/2012 → 04/2017
  Augustana College
  Rock Island, IL
• 06/2017 → 09/2017
  Kansas City T-Bones
  Kansas City, KS
• 08/2017 → 04/2018
  Flex-N-Gate Guardian West
  Champaign, IL
• 04/2018 → 05/2018
  Schaumburg Boomers
  Schaumburg, IL
• 10/2018 → 02/2019
  Germantown School District
  Germantown Hills, IL
• 11/2021 → Present
  David Vaughan Investments, Llc
  Peoria, IL
• 05/2018 → 10/2018
  Unemployed
  Washington, IL

Previous Registrations

• 2019-04-09 → 2021-11-05
  Edward Jones
  Washington, IL
  St Louis, MO
  Pekin, IL
  Peoria, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-04-06

Designations

• Certified Financial Planner

Other Names

• Zachery Ryan Morgenstern