Gretchen Jade Zomermaand

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2007 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/2007 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2001-04-19 → 2007-11-27
  Ameritas Investment Company, Llc
  St Charles, IA
  Sioux Center, IA

Other Businesses

1. ZEUTENHORST FINANCIAL INC; DBA OWNER & AGENT; 1/2006; 88 HRS/MO. 2. SIOUX CENTER COMMUNITY HOSPITAL AND HEALTH CENTER; FOUNDATION MEMBER; 1/2008; 1 HR/MO. 3. ZEUTENHORST BUILDING CO LLC C/O GRETCHEN ZOMERMANND; 1335 3RD AVE SE, SIOUX CENTER, IA 51250; SOLE PROPRIETOR - MANAGE BUILDING RENTAL; 1/2002; 5 HR/MO. 4. SUCCESSOR TRUSTEE OF SPOUSE'S TRUST, 1/20/2019. 5. ZFI BENEFITS; CONSULTANT; BENEFITS & COMPLIANCE EDUCATION, HR SERVICES; 6/2023; 10 HR/MO. 6. NEW LIFE REFORMED CHURCH; 232 16th ST SE, SIOUX CENTER, IA 51250; MISSION TEAM MEMBER; 11/15/2023; 20 HR/MO. 7. VARIOUS OUTSIDE INSURANCE ACTIVITY; APPROVED FOR LIFE SETTLEMENT CONTRACTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-05
• S63 Uniform Securities Agent State Law Examination
  1994-01-14