Zachary Harper Holtmeier
Investment adviser representative at Union Strategic Advisors
11 yearsExperience
1 stateRegistered in
$371.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Union Strategic Advisors, LLC.Apr 2026 to now
- Raymond James & Associates IncMar 2021 to Apr 2026
- Mai Capital ManagementMar 2019 to Mar 2021
- Raymond James and AssociatesDec 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
Union Strategic Advisors
Legal name: Union Strategic Advisors LLC
$371.6MAssets managed
474Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5856117
- Firm CRD
- 340640