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Zachary Kopf

Allstate Financial Services, LLC

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About Zachary Kopf

Zachary Kopf is a financial professional with over a decade of experience in the financial services industry. Zachary has held a Series 7, Series 6 and SIE licenses since 2005. Currently, Zachary Kopf is registered with Allstate Financial Services, LLC. Zachary previously worked for Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Zachary is a licensed insurance agent in Florida.

Firm Information

Zachary Kopf is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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.

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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Zachary Kopf’s Registration & Firm History

FL

09/07/2023 - Present

Allstate Financial Services, LLC (Fort Lauderdale FL)

FL

08/13/2012 - 12/07/2022

ALLSTATE FINANCIAL SERVICES, LLC (FORT LAUDERDALE FL)

MN

09/21/2005 - 12/13/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

09/21/2005 - 12/13/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Kopf.
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