Unclaimed
John Thomas Zang is a financial advisor with Ameriprise Financial Services, LLC. John has been in the financial services industry for over 28 years and has experience with a wide range of clients and products. John has worked with many clients including individuals, trusts/estates, corporations, and retirement plans. John is registered with the state of Ohio and Texas. John's current affiliations include Ameriprise Financial Services, LLC and Upper Arlington Schools.
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.
Asset allocation services
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
OH
01/08/2024 - Present
Ameriprise Financial Services, LLC (Lancaster OH)
OH
07/05/2016 - 07/18/2022
EDWARD JONES (WESTERVILLE OH)
OH
01/03/2011 - 07/11/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)
OH
04/09/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
03/20/2009 - 11/24/2009
THE HUNTINGTON INVESTMENT COMPANY (DUBLIN OH)
CT
05/05/2005 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
ME
08/25/2000 - 05/05/2005
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
SC
11/30/1999 - 08/23/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
07/31/1995 - 12/03/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IL
05/03/1995 - 07/14/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
12/21/1989 - 12/21/1990
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
10/25/1989 - 01/10/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/25/1989 - 01/10/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/22/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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