Unclaimed Profile

Andrew Paul Kirchner

ZRC WEALTH MANAGEMENT, LLC·SANTA ROSA, California

SIE, Series 7, Series 24, Series 66Clean record12 years registeredZRC WEALTH MANAGEMENT, LLC

3562 ROUND BARN CIR, SANTA ROSA, CA 95403CRD# 6298081Firm CRD# 123971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Paul Kirchner · SANTA ROSA, CA

Registration

CRD #6298081 · ZRC WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

ELEVATION WEALTH PARTNERS, LLC

Jan 2021 – present

ASSETMARK, INC.

Mar 2019 – Apr 2019

CONCORD, CA

FDX ADVISORS, INC.

Dec 2015 – Jan 2019

SACRAMENTO, CA

SCF INVESTMENT ADVISORS, INC.

May 2014 – Apr 2015

FRESNO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 21, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZRC WEALTH MANAGEMENT, LLC

CRD 123971 · SEC 801-81152

AUM

$485M

Regulatory assets under management

Employees

825 client accounts

Services offered by ZRC WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ZRC WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Paul Kirchner offer?

Andrew Paul Kirchner specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA ROSA, California for a consultation.

What are Andrew Paul Kirchner's credentials?

Andrew Paul Kirchner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Paul Kirchner located?

Andrew Paul Kirchner is based in SANTA ROSA, California, working with ZRC WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.

How does Andrew Paul Kirchner charge for services?

Andrew Paul Kirchner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZRC WEALTH MANAGEMENT, LLC?

ZRC WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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