Coleman A Zwanzig

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2024 → 08/2025
  Mossy Creek Wealth
  Mount Solon, VA
• 06/2022 → 03/2024
  Byerly Wealth Management
  Mount Solon, VA
• 01/2022 → 06/2022
  Byerly Wealth Management
  Mount Solon, VA
• 10/2020 → 11/2021
  College For Financial Planning
  Bridgewater, VA
• 07/2018 → 10/2020
  Idm Trucking
  Weyers Cave, VA
• 12/2017 → 06/2018
  Eagle Express Lines
  Harrisonburg, VA
• 04/2017 → 10/2017
  Corning
  Midland, NC
• 11/2011 → 03/2017
  United States Marine Corps
  Camp Lejeune, NC
• 10/2017 → 12/2017
  Unemployed
  Bridgewater, VA
• 11/2021 → 01/2022
  Unemployed
  Bridgewater, VA
• 08/2025 → Present
  Farther
  Mount Solon, VA

Previous Registrations

• 2025-06-03 → 2025-08-05
  Commonwealth Financial Network
  Mount Solon, VA

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30

Other Names

• Coleman Zwanzig