Zachary Rapp, financial advisor Troy OH
88 score

Zachary Rapp

CRD Number: 6007108
Current Firm: Cambridge Investment Research Advisors, Inc.

Zachary Rapp (CRD# 6007108) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Troy, OH and has over 2 years of experience in the finance industry.

Similar Advisors
Matthew Deller, financial advisor Troy OH
Matthew G. Deller
CRD# 2772223
Sound Financial Investment Management, LLC
Score
101
Similar Advisors
Shon Anderson, financial advisor Troy OH
Shon P. Anderson
CRD# 5276913
Cutter & Company, Inc.
Score
96
Similar Advisors
Kerri Bergman, financial advisor Troy OH
Kerri A. Bergman
CRD# 4453433
Wells Fargo Advisors Financial Network, LLC
Score
96
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Apr 2016 - Current < 1
Jon Coomer Troy, OH Jun 2014 - Current 2
Transamerica Financial Advisors, Inc. Greenville, OH Jul 2014 - Apr 2016 1
Dayton Freight Lines, Inc. Huber Heights, OH Jan 2012 - May 2015 3
Artifex Financial Group Oakwood, OH Jul 2013 - Jun 2014 < 1
Wright State University Dayton, OH Aug 1998 - Jun 2014 15
Student Dayton, OH Aug 1998 - May 2014 15
Transamerica Financial Advisors, Inc. Dayton, OH Jan 2012 - May 2013 1
World Financial Group, Inc. Dayton, OH Nov 2011 - May 2013 1
World Financial Group Dayton, OH Aug 2011 - May 2013 1
Sams Club Beavercreek, OH Aug 2010 - Nov 2012 2
Rapp Mowing New Carlisle, OH Jun 2003 - Jul 2012 9
World Group Securities, Inc. Dayton, OH Dec 2011 - Jan 2012 < 1
Reese Roofing New Carlisle, OH Aug 2011 - Nov 2011 < 1
Classic Pools New Carlisle, OH Jul 2010 - Aug 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Zachary A. Rapp
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.