Zachary Ohayre (CRD# 6557116) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 8 years of experience in the finance industry.
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
CRD# 3100278
Zeit Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Arvada, CO | Nov 2017 - Current | 6 |
| Tiaa-cref Individual & Institutional Services, LLC | Arvada, CO | Nov 2017 - Current | 6 |
| Scottrade, Inc. | Littleton, CO | May 2017 - Nov 2017 | < 1 |
| Scottrade Investment Management | Littleton, CO | May 2017 - Nov 2017 | < 1 |
| Strategic Advisers, Inc. | Greenwood Village, CO | May 2016 - May 2017 | 1 |
| Fidelity Brokerage Services, LLC | Greenwood Village, CO | Sep 2015 - May 2017 | 1 |
| Unemployed | Littleton, CO | Jun 2015 - Sep 2015 | < 1 |
| Us Bank National Association | Englewood, CO | Dec 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- CO
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Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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