Zackary Levine (CRD# 6936916) is an Investment Advisor Representative working at Vicus Capital, Inc. in Copley, OH and has over 4 years of experience in the finance industry. Zackary Levine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vicus Capital, Inc. | State College, PA | Oct 2021 - Current | 2 |
| Wealthkeel LLC | Philadelphia, PA | Sep 2020 - Current | 3 |
| Ameriprise Financial | Independence, OH | Apr 2018 - Aug 2020 | 2 |
| Kent State University | Kent, OH | Aug 2016 - Jun 2019 | 2 |
| Ontap At The Harbor | Portage Lakes, OH | Jun 2016 - Oct 2017 | 1 |
| Gales Garden Center | Brunswick, OH | Jun 2016 - Aug 2016 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Jun 2015 - Jun 2016 | 1 |
| 111 Bistro | Medina, OH | Jun 2015 - Aug 2015 | < 1 |
| Highland High School | Granger, OH | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- FL
- OH
-
Total Assets Under Management2,255MILLIONS
-
Total Number of Accounts8,430ACCOUNTS
-
Average Account Value$267,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.