Angela Zachman ADV 2(b) Brochure
Introduction
I am committed to maintaining the highest standards and professionalism in my client relationships. My goal is to provide my clients with a true understanding of the investment products I recommend. I focus on the development, implementation, and monitoring of financial strategies for individuals and businesses. After working in the industry for 20+ years, I recently joined KPP so that I may offer clients more investment choices.
Formal Education and Training
Bachelor of Science in Business, Indiana University-1992
Licenses held with LPL Financial:
Series 06,07,63, held with LPL Financial
Series 65 license held with KPP Advisory Services
Life and Health Licenses in KY.
Securities registrations held with LPL Financial in the following states: FL, GA, IN, KY, MN
Registered IAR in the following state: FL, GA, IN, KY
Experience
PNC Investments-Senior Financial Advisor
First Bank-VP of Investment Division
Integrity Companies-Broker Internal Wholesaler
Bank of Louisville-Branch Manager
Civic Involvement
Ronald McDonald House
Independent Pilots Association Wives Club
Personal
I reside in prospect with my husband and UPS pilot, David. We have four children, Joshua, and triplets Justin, Jacob, and Abigail. I enjoy running and traveling with my family & friends..