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2850 North Swan Road Suite 100, Tucson, AZ 85712 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-11-13 |
| AZ | RA | APPROVED | 2014-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tucson | AZ | 06/2009 | Present |
| Zeches Wealth Management Group, Llc Dba:ZEches Wealth Management | Tucson | AZ | 01/2014 | Present |
1. 06/02/2009: ZECHES FINANCIAL SERVICES, PROFESSIONAL CORPORATION - DBA WITH TAX OBA: ZECHES FINANCIAL SERVICES, PC - DBA WITH TAX PREPARATION SERVICES 2. 5/27/2014 - Zeches Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 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 & 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. 01/29/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 01/12/2018 - 1 Hours Per Month / 1 Hours During Trading - long term care insurance, Will be using a General Agency (LTCI Partners, LLC) to offer clients Long Term Care Insurance. Commission payments will be through LTCI Partners, LLC. Not an owner of LTCI Partners, LLC. 5. 4/10/2019 - Advocate Health - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/05/2017 - 3 Hours Per Month During Securities Trading - Medicare Insurance. 6. 01/07/2026 - Zeches Family Publishing, LLC - Business Owner - Not Investment Related - At Reported Business Location(s) - Start Date 12/04/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-26 |
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