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Zachary Petty

Ameriprise Financial Services, LLC

Portage, MI

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-10-14
  • MI RA
    APPROVED
    Since 2025-10-14

Branch Locations

7130 S Westnedge Ave, Portage, MI 49002-4209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gobles High School Gobles MI 08/2016 11/2016
Otsego High School Otsego MI 04/2015 10/2017
Streamline Healthcare Solutions Kalamazoo MI 09/2015 03/2017
Lake Doster Golf Club Plainwell MI 04/2016 12/2016
Student Kalamazoo MI 09/2000 05/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2017 01/2023
Northwestern Mutual Investment Services Llc Portage MI 05/2018 02/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2019 02/2023
Sharon Yoder Portage MI 02/2023 06/2024
Ameriprise Financial Services, Llc Portage MI 06/2024 Present
  • 08/2016 → 11/2016
    Gobles High School
    Gobles, MI
  • 04/2015 → 10/2017
    Otsego High School
    Otsego, MI
  • 09/2015 → 03/2017
    Streamline Healthcare Solutions
    Kalamazoo, MI
  • 04/2016 → 12/2016
    Lake Doster Golf Club
    Plainwell, MI
  • 09/2000 → 05/2018
    Student
    Kalamazoo, MI
  • 01/2017 → 01/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2018 → 02/2023
    Northwestern Mutual Investment Services Llc
    Portage, MI
  • 07/2019 → 02/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2023 → 06/2024
    Sharon Yoder
    Portage, MI
  • 06/2024 → Present
    Ameriprise Financial Services, Llc
    Portage, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-06
S63 Uniform Securities Agent State Law Examination 2019-04-12
  • S65 Uniform Investment Adviser Law Examination
    2025-10-06
  • S63 Uniform Securities Agent State Law Examination
    2019-04-12
Other Names
  • Zachary Robert Petty
  • Zachary Petty

View on SEC IAPD

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OPPENHEIMER & CO. INC.
BANKERS LIFE ADVISORY SERVICES, INC.

Other Investors

LYNN LING CHEN-ZHANG
CHRISTINE MARIE LINDBERG
AMANDA MARIE HARTMAN
David William Marshall
GISELLE KRISTINE SCHLUBATIS
YUANLEI ZHU
ROBERT SCOTT MCDOUGALL
CAMERON TYLER KLEINHEKSEL

Other Offices

ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI

More in Portage, MI

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