Unclaimed
Zachary Anil Eckert is an investment advisor representative registered with Cetera Investment Advisers LLC. Zachary is also registered with the state of Kansas as an investment advisor representative. Zachary has been in the industry since 2016 and has experience in a variety of financial services, including insurance sales, investment management, and financial planning. Zachary has been employed by Cetera Investment Advisers LLC since 2023, and prior to that, Zachary was with Securian Financial Services, Inc. in Overland Park, Kansas. Zachary holds Series 7, SIE and Series 66 securities licenses, is also a Certified Financial Planner. Zachary provides a variety of financial services to individuals and businesses. These services include financial planning, portfolio management, and retirement planning. Zachary specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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
KS
08/10/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
07/20/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Overland Park KS)
BOTH
Issued 8/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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