Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary John Ehlers is a registered representative and investment advisor representative with Mutual of Omaha Investor Services, Inc.. Zachary has been in the financial services industry since October 2014. He is registered with the following state securities authorities: Colorado, Kansas, Kentucky, Missouri, Nebraska, Ohio, Oklahoma, Texas, and Washington. Zachary holds the following securities licenses: Series 4, Series 7, Series 24, Series 52, Series 53, and Series 66. He also holds the Securities Industry Essentials Examination (SIE). Zachary is a registered principal with Mutual of Omaha Investor Services, Inc. Zachary has previously been employed by Securities America, Inc., and TD Ameritrade, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
1
2
NE
04/20/2021 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
10/19/2015 - 04/16/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
10/22/2014 - 10/14/2015
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 10/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/16/2016
Series 4 - Registered Options Principal Examination
BC
Issued 02/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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