Zachary James Vande Weerd

Current Employers

Employment History

• 01/2024 → 02/2024
  Carson Wealth
  Pella, IA
• 09/2021 → 01/2024
  Kpmg
  Des Moines, IA
• 07/2021 → 09/2021
  Marion County Bank
  Pella, IA
• 06/2020 → 07/2021
  University Of Missouri - Columbia
  Columbia, MO
• 07/2016 → 05/2020
  University Of Northern Iowa
  Cedar Falls, IA
• 02/2024 → 08/2025
  Carson Wealth
  Pella, IA
• 02/2024 → Present
  Cwm, Llc
  Omaha, NE
• 08/2025 → Present
  Carson Wealth
  Pella, IA

Other Businesses

NAME OF BUSINESS: BTS22, LLC DBA Carson Wealth Pella NATURE: LLC taxed as partnership for compensation of Investment Advisory Services of BTS22 LLC dba Carson Wealth Pella START: 01/01/2024 POSITION: Partner, Wealth Advisor and Director of Financial Planning APPX. HRS/MONTH: 200 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Manage employees and client relationships NAME OF BUSINESS: The Give Grace Foundation NATURE: Non-profit START: 01/01/2026 POSITION: Managing Member, Board Director APPX. HRS/MONTH: 3 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Treasurer, assist foundation on managing donations to the foundation and distributing funds to families who lose a child. Maintain bank and investment account for stock donations - NO advisory fee is charged.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-16

Other Names

• Zach Vande Weerd