Zechariah Schaefer

Current Employers

Employment History

• 01/2017 → 05/2017
  Central Virginia Ymca
  Lynchburg, VA
• 05/2019 → 08/2019
  Perspective Wealth Group
  Minneapolis, MN
• 09/2019 → 06/2020
  Hsc Wealth Advisors
  Lynchburg, VA
• 09/2019 → 05/2020
  Schaefer Financial Consulting
  Lynchburg, VA
• 03/2020 → 08/2020
  Ascent Personal Finance
  Forest, VA
• 05/2017 → 08/2017
  Deerfoot Lodge
  Speculator, NY
• 05/2018 → 08/2018
  Deerfoot Lodge
  Speculator, NY
• 09/2019 → 09/2019
  Deerfoot Lodge
  Speculator, NY
• 08/2017 → 12/2020
  Liberty University
  Lynchburg, VA
• 08/2010 → 05/2017
  Full-Time Education
  Lynchburg, VA
• 08/2020 → 12/2023
  Ascent Personal Finance
  Forest, VA
• 11/2020 → 10/2021
  Selective Wealth Management
  Lynchburg, VA
• 11/2020 → 10/2021
  Uber/Lyft/Doordash
  Lynchburg, VA
• 12/2020 → 05/2021
  Liberty University
  Lynchburg, VA
• 02/2021 → Present
  Ascent Tax Services Llc
  Lynchburg, VA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Littleton, CO
• 11/2023 → Present
  Focus Financial Network Inc.
  Minneapolis, MN
• 11/2022 → Present
  Kaplan Financial Education
  Centennial, CO

Previous Registrations

• 2020-09-24 → 2023-12-08
  Ascent Personal Finance, Llc
  Forest, VA
  Littleton, CO

Other Businesses

1. ASCENT TAX SERVICES LLC POSITION: Owner & Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2021 ADDRESS: 365 Nicollet Mall, Ste 2615, Minneapolis MN 55401, United States DESCRIPTION: Zechariah is employed as the owner & tax preparer for Ascent Tax Services LLC. The company provides tax preparation services. 2. Kaplan Financial - not investment-related 11/2022 - present Denver CO Education/professional training Instructor 20 hours per month 10 hours during trading hours Zechariah is employed as an instructor for insurance and financial industry training courses 3. ZECHARIAH SCHAEFER POSITION: Artist NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2024 ADDRESS: 365 Nicollet Mall, Suite 2615, Minneapolis MN 55401, United States DESCRIPTION: Creating and selling artwork.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-09
• S65 Uniform Investment Adviser Law Examination
  2020-07-15

Designations