Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Zahm is a financial advisor with over 20 years of experience in the financial services industry. Brian has been registered with D.A. Davidson & Co. since 2016. Previously, Brian worked at Smith Hayes Financial Services Corporation and Kirkpatrick, Pettis, Smith, Polian Inc. Brian is a licensed Series 7, 24, and 63 representative. Brian also holds a Series 65 license. Brian's primary business focus is providing financial advice and investment management services to individuals, high net worth individuals, corporations and other businesses, pension and profit sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NE
10/10/2018 - Present
D.a. Davidson & Co. (OMAHA NE)
NE
06/04/2002 - 07/25/2016
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
11/07/1996 - 06/03/2002
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
IA
Issued 11/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Brian Zahm is the right advisor for you? Invested Better is here to help.
