Zachary Joseph Goedde

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 06/2024 → Present
  Cerity Partners Llc
  Louisville, KY
• 05/2021 → Present
  Victoria National Golf Club
  Newburgh, IN
• 09/2023 → 04/2024
  Franklin Bank & Trust
  Bowling Green, KY
• 06/2023 → 08/2023
  Old National Bank
  Evansville, IN
• 02/2021 → 07/2023
  Full-Time Education
  Bowling Green, KY
• 06/2020 → 01/2021
  Donatos Pizza
  Evansville, IN
• 06/2014 → 05/2020
  Full-Time Education
  Evansville, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-09

Designations

• Certified Financial Planner