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Edward John Zeches

Zeches Wealth Management

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About Edward John Zeches

Edward Zeches is an investment advisor representative with Zeches Wealth Management in Tucson, Arizona. Edward has been in the financial services industry since 1998. Edward is a Certified Public Accountant (CPA) and provides tax preparation services through Zeches Financial Services, Professional Corporation. Edward provides investment advisory services through Zeches Wealth Management Group, LLC, an independent investment advisor firm. The firm is separate from and independent of LPL Financial. Edward provides financial plans and advice for hourly and/or fixed fees depending on the circumstance.

Firm Information

Edward Zeches is currently registered with Zeches Wealth Management. Zeches Wealth Management is a registered investment advisor located in Maryland. The firm manages approximately $88.7 million in assets for 198 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers financial planning and portfolio management services.

$88.70M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Zeches’s Registration & Firm History

AZ

11/13/2015 - Present

Zeches Wealth Management (TUCSON AZ)

TX

11/03/1998 - 08/16/2000

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 12/06/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/25/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward John Zeches.
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