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Zach Veenstra

Ria Advisory Group, LLC

Des Moines, IA

Pella, IA

CRD 8219592

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Employer firm

Ria Advisory Group, LLC CRD 152566

$568M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Ria Advisory Group, Llc

500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-02-10
  • IA RA
    APPROVED
    Since 2026-02-10

Branch Locations

500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States

1609 Fifield Rd, Pella, IA 50219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deboer & Associates Omaha NE 01/2016 06/2019
Pella Corp Pella IA 07/2019 03/2024
Performance Financial Des Moines IA 10/2023 Present
Ria Advisory Group, Llc Pella IA 02/2026 Present
  • 01/2016 → 06/2019
    Deboer & Associates
    Omaha, NE
  • 07/2019 → 03/2024
    Pella Corp
    Pella, IA
  • 10/2023 → Present
    Performance Financial
    Des Moines, IA
  • 02/2026 → Present
    Pella, IA
Other Businesses

I am a partner at a CPA firm offering tax and accounting services. I do not receive any commissions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-09
  • S65 Uniform Investment Adviser Law Examination
    2025-10-09

View on SEC IAPD

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