Kyle Zachmann

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2023 → 05/2024
  Oak Street Funding
  Indianapolis, IN
• 05/2024 → 08/2026
  Ubs Financial Services, Inc.
  Indianapolis, IN
• 08/2018 → 05/2022
  Purdue University
  West Lafayette, IN
• 05/2014 → 05/2018
  Heritage Christian School
  Indianapolis, IN
• 06/2022 → 02/2023
  Unemployed
  Indianapolis, IN
• 08/2026 → Present
  Morgan Stanley Smith Barney Llc
  Indianapolis, IN

Previous Registrations

• 2024-08-08 → 2026-08-11
  Ubs Financial Services Inc.
  Indianapolis, IN

Other Businesses

(1) Zachmann Family Investments, LLC / Indianapolis, IN / Partnership, Financial (Consumer & Investment Services) / Start 01-March-2023 / The sole purpose is to co-invest with my father in private equity investments. My partner and I discuss which potential investments to invest in.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-08