Zachary
Weimann

The Ameriflex Group

CRD#6931472
Investment Advisor
in Columbus, OH

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About this Advisor

Zachary Weimann is a financial advisor based in Columbus, Ohio, working with The Ameriflex Group. Zachary has previously held positions at Principal Life Insurance Company, Principal Securities Inc, Federal Express, 21st Century Financial, Primerica, Rs Advisors, Sagepoint Financial, Inc, The Ameriflex Group, and Osaic Wealth, Inc. Zachary is registered to provide services in Ohio. Currently, Zachary is part of The Ameriflex Group, which operates out of Columbus, Ohio. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

222 E. Town Street Suite 150
Columbus, OH 43215

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

OH Average: $664,206,839
Total Number of Employees

149

OH Average: 10
Total Number of Accounts

16,327

OH Average: 1,698
Average Account Size

$399,485

OH Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Zachary Weimann Work History

2023 - Present (2 years)

Osaic Wealth, Inc

2022 - Present (3 years)

The Ameriflex Group

2020 - Present (5 years)

Rs Advisors

2022 - 2023 (1 year)

Sagepoint Financial, Inc

2018 - 2022 (4 years)

Principal Life Insurance Company

2018 - 2022 (4 years)

Principal Securities Inc

2017 - 2018 (1 year)

21St Century Financial

2016 - 2017 (1 year)

Primerica

2011 - 2018 (7 years)

Federal Express

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Zachary Weimann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Ameriflex Group

Christina King
St Petersburg, FL
Christian Lemke
Las Vegas, NV
Shellissa Cassoday
Bandon, OR
Jesse Shepherd
Fort Wayne, IN
Wade Cross
Lubbock, TX
Winston Waring
Scottsdale, AZ
Andre Ramirez
Torrance, CA
Dean Dowson
Denver, CO

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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