Zachary Michael Carr

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2023 → Present
  Weissenburger Investments & Financial Planning
  Clive, IA
• 04/2022 → 08/2024
  Tm Supply Co.
  Corning, IA
• 08/2020 → 04/2024
  Grandview University
  Des Moines, IA
• 01/2017 → 08/2020
  Glenwood Community High School
  Glenwood, IA
• 08/2016 → 01/2017
  Valley Southwoods Freshman School
  West Des Moines, IA
• 08/2023 → Present
  Lpl Financial Llc
  Clive, IA

Other Businesses

1- 01/2025 / Weissenburger Investment and Financial Planning / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2025-11-03
• S63 Uniform Securities Agent State Law Examination
  2025-05-23

Other Names

• Zach Carr