Zackary David Levine

Employer firm

Vicus Capital, Inc. CRD 116021

$2.99B regulatory AUM 316 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2018 → 08/2020
  Ameriprise Financial
  Independence, OH
• 08/2016 → 06/2019
  Kent State University
  Kent, OH
• 06/2016 → 10/2017
  Ontap At The Harbor
  Portage Lakes, OH
• 09/2020 → 12/2021
  Wealthkeel Llc
  Philadelphia, PA
• 10/2021 → Present
  Vicus Capital, Inc.
  State College, PA
• 12/2021 → Present
  Wealthkeel Llc
  Tampa, FL

Previous Registrations

• 2019-07-17 → 2020-08-27
  Ameriprise Financial Services, Llc
  Independence, OH

Other Businesses

1. NAME OF OTHER BUSINESS: DBA WEALTHKEEL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: ASSOCIATE ADVISOR START DATE: 09/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR GEN X & GEN Y PHYSICIANS 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 09/2020 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE

Exams

• S66 Uniform Combined State Law Examination
  2019-11-13

Designations

• Certified Financial Planner