Allison J Zech

Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2012 → 11/2017
  Lpl Financial Llc / Old National Investments
  Columbus, IN
• 11/2017 → 12/2017
  Edward Jones
  St Louis, MO
• 03/2018 → 04/2018
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2018 → 04/2018
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 05/2018 → 04/2019
  Horace Mann Investors, Inc.
  Springfield, IL
• 05/2018 → 04/2019
  Horace Mann Companies
  Springfield, IL
• 04/2019 → 05/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 04/2019 → 05/2021
  Centra Credit Union
  Columbus, IN
• 12/2017 → 03/2018
  Unemployed
  North Vernon, IN
• 05/2021 → 03/2022
  The Prudential Insurance Company Of America
  Cincinnati, OH
• 05/2021 → 03/2022
  Pruco Securities, Llc
  Cincinnati, OH
• 03/2022 → Present
  Pnc Investments Llc
  Cleveland, OH

Previous Registrations

• 2021-05-24 → 2022-04-11
  Pruco Securities, Llc.
  Columbus, OH
  West Chester, OH
• 2019-05-02 → 2021-05-06
  Cuna Brokerage Services, Inc.
  Columbus, IN
  North Vernon, IN
  Columbus, IN
• 2018-09-20 → 2019-04-30
  Horace Mann Investors, Inc.
  North Vernon, IN
  Springfield, IL
  North Vernon, IN
• 2018-03-12 → 2018-04-06
  J. W. Cole Advisors, Inc.
  Indianapolis, IN
  North Vernon, IN
  Tampa, FL
• 2017-11-24 → 2017-12-12
  Edward Jones
  North Vernon, IN
• 2016-12-19 → 2017-12-01
  Lpl Financial Llc
  Seymour, IN
  Seymour, IN
  Batesville, IN
  Greensburg, IN
  Osgood, IN
  Seymour, IN
  Seymour, IN
  Evansville, IN
  Hope, IN
  Columbus, IN
  Columbus, IN
  Columbus, IN
  North Vernon, IN
  Columbus, IN

Exams

• S66 Uniform Combined State Law Examination
  2016-12-15
• S63 Uniform Securities Agent State Law Examination
  2006-06-19

Other Names

• Allison J West
• Allison J. Zech
• Allison J Zech
• Allison Zech