Best Investors Account Sign in

Zachary Matthew Simmons

Ameriprise Financial Services, LLC

Walnut Creek, CA

Saluda, NC

Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-11
NC RA APPROVED 2024-01-19
CA RA APPROVED 2024-01-18
  • TX RA
    APPROVED_RES
    Since 2026-03-11
  • NC RA
    APPROVED
    Since 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-18

Branch Locations

1277 Treat Blvd Ste 660, Walnut Creek, CA 94597 • United States

Saluda, NC • 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 Vanguard Group, Inc. Charlotte NC 07/2019 04/2021
Belk Pineville NC 04/2019 05/2019
Unemployed Charlotte NC 11/2018 04/2019
Capitol Financial Solutions Charlotte NC 06/2018 11/2018
Capitol Financial Solutions Charlotte NC 06/2017 06/2018
Winthrop University Rock Hill SC 08/2015 05/2017
Winthrop University Rock Hill SC 08/2014 05/2018
Ameriprise Minneapolis MN 04/2021 12/2023
Ameriprise Financial Services, Llc Walnut Creek CA 01/2024 Present
  • 07/2019 → 04/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 04/2019 → 05/2019
    Belk
    Pineville, NC
  • 11/2018 → 04/2019
    Unemployed
    Charlotte, NC
  • 06/2018 → 11/2018
    Capitol Financial Solutions
    Charlotte, NC
  • 06/2017 → 06/2018
    Capitol Financial Solutions
    Charlotte, NC
  • 08/2015 → 05/2017
    Winthrop University
    Rock Hill, SC
  • 08/2014 → 05/2018
    Winthrop University
    Rock Hill, SC
  • 04/2021 → 12/2023
    Ameriprise
    Minneapolis, MN
  • 01/2024 → Present
    Ameriprise Financial Services, Llc
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-06
S63 Uniform Securities Agent State Law Examination 2019-09-06
  • S66 Uniform Combined State Law Examination
    2021-07-06
  • S63 Uniform Securities Agent State Law Examination
    2019-09-06
Other Names
  • Zachary Matthew Simmons
  • Zac Simmons
  • Zachary Simmons
  • Zac Matthew Simmons

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor