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Zach Kristopher Steinmetz

Ameriprise Financial Services, LLC

Perrysburg, OH

Toledo, OH

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-02-17
  • OH RA
    APPROVED
    Since 2021-02-17

Branch Locations

137 W 3Rd St, Perrysburg, OH 43551 • United States

Toledo, OH • 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
The Andersons Inc. Toledo OH 08/2015 01/2017
Mansour Wealth Management Toledo OH 01/2017 07/2017
Ameriprise Financial Services, Inc Perrysburg OH 08/2017 03/2020
Ameriprise Financial Services, Llc Perrysburg OH 03/2020 Present
  • 08/2015 → 01/2017
    The Andersons Inc.
    Toledo, OH
  • 01/2017 → 07/2017
    Mansour Wealth Management
    Toledo, OH
  • 08/2017 → 03/2020
    Ameriprise Financial Services, Inc
    Perrysburg, OH
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Perrysburg, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-04
  • S66 Uniform Combined State Law Examination
    2020-03-04
Other Names
  • Zach Steinmetz

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Perrysburg, OH
TRANSAMERICA FINANCIAL ADVISORS, LLC · PERRYSBURG, OH
CHARLES SCHWAB & CO., INC. · Perrysburg, OH
FIFTH THIRD SECURITIES, INC. · PERRYSBURG, OH
HUGHES FINANCIAL GROUP, LLC · PERRYSBURG, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Perrysburg, OH
EDWARD JONES · PERRYSBURG, OH
CETERA INVESTMENT ADVISERS LLC · Perrysburg, OH

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