AdvisorOS Directory
Claim Profile
ZK

Zachary Allen Kountz

SWISHER FINANCIAL CONCEPTS, INC.·WESTERVILLE, Ohio
Unclaimed Profile
612 OFFICE PARKWAY, WESTERVILLE, OH 43082CRD# 6684876Firm CRD# 121384
01

About

Zachary Allen Kountz is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with SWISHER FINANCIAL CONCEPTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SWISHER FINANCIAL CONCEPTS, INC.
SWISHER FINANCIAL CONCEPTS, INC.
AUM
$223M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SWISHER FINANCIAL CONCEPTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 6684876
Firm CRD# 121384
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTERVILLE?

Browse all registered financial advisors in WESTERVILLE, Ohio or claim this profile if it's yours.

Browse WESTERVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Zachary Allen Kountz offer?
Zachary Allen Kountz specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.
What are Zachary Allen Kountz's credentials?
Zachary Allen Kountz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Allen Kountz located?
Zachary Allen Kountz is based in WESTERVILLE, Ohio, working with SWISHER FINANCIAL CONCEPTS, INC.. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Zachary Allen Kountz charge for services?
Zachary Allen Kountz's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWISHER FINANCIAL CONCEPTS, INC.?
SWISHER FINANCIAL CONCEPTS, INC. has approximately 7 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WESTERVILLE
Michael James Menzer — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCRussell Tate Ginise — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCRichard Kyle Winning — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCMatthew Edward Shaffer — SHAFFER CAPITAL ADVISERS, LLCJames Paul Cramer — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile