Zachery Price

Employer firm

Teeple Snyder Newsome Wealth & Tax Management CRD 147676

$287M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

• 02/2013 → 12/2018
  River Valley Christian Church
  Prospect, KY
• 01/2019 → 10/2021
  Southeast Christian Church
  Louisville, KY
• 10/2021 → 05/2022
  Jencare Senior Medical Center
  Louisville, KY
• 06/2022 → 08/2023
  Dpl
  Louisville, KY
• 08/2022 → 10/2023
  The Leaders Group Inc
  Littleton, CO
• 11/2023 → 01/2026
  Protective Life Insurance Company
  Louisville, KY
• 11/2023 → 01/2026
  Investment Distributors Inc
  Louisville, KY
• 08/2023 → 10/2023
  Inspire Private Wealth Management
  Louisville, KY
• 11/2023 → Present
  Zachery Price, Sole Proprietor
  La Grange, KY
• 11/2023 → Present
  Southeast Christian Church
  Louisville, KY
• 02/2026 → Present
  Teeple Snyder Newsome Wealth & Tax Management
  Brownsburg, IN

Other Businesses

Southeast Christian Church; Not Investment Related; Worship Leader; Louisville, KY; Start Date 11/2023; Less than 10% of time Zachery Price, Sole Proprietor; Investment Related; Insurance Agent; La Grange, KY; 11/2023; Not currently selling insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-28
• S63 Uniform Securities Agent State Law Examination
  2022-10-20

Other Names

• Zach Price