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Zachariah J. Spicer

Amfg Wealth Management LLC

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About Zachariah J. Spicer

Zachariah J. Spicer is an investment advisor representative with Amfg Wealth Management LLC. Zachariah has been in the industry since 2008. Zachariah is registered with the state of Ohio as an investment advisor representative. Zachariah is also registered with the state of South Carolina as a broker-dealer. Zachariah has passed the Series 7, Series 63, Series 65 and SIE exams. Zachariah specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Zachariah is also a Life Insurance Agent with WestPoint Wealth Management LLC.

Firm Information

Zachariah Spicer is currently registered with Amfg Wealth Management LLC. Amfg Wealth Management LLC is a wealth management firm with 4 licensed agents and 4 investment adviser representatives. They have approximately $38,133,518 in regulatory assets under management, primarily from individuals and pension and profit-sharing plans. They provide financial planning and portfolio management services for individuals and businesses.

$38.13M

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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percentage of assets

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

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Zachariah Spicer’s Registration & Firm History

OH

06/24/2020 - Present

Amfg Wealth Management LLC (Ashland OH)

OH

12/17/2014 - 05/06/2020

ONEAMERICA SECURITIES, INC. (Ashland OH)

OH

07/10/2008 - 12/22/2014

AXA ADVISORS, LLC (AKRON OH)

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Licenses & Designations

IA

Issued 08/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachariah J. Spicer.
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