Zachary Wyatt Brody
Investment adviser representative at Lumiere Financial
9 yearsExperience
4 statesRegistered in
ChFC®, CFP® certificationDesignations
$82.7MFirm assets
Are you Zachary Wyatt Brody? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Lumiere FinancialMay 2022 to now
- Lumiere Financial Group LLCApr 2021 to now
- Purshe Kaplan Sterling InvestmentsAug 2022 to Dec 2025
- Ameritas Advisory Services, LLCMay 2021 to Feb 2022
- Ameritas Investment Company, LLCMay 2021 to Feb 2022
- Ameritas Life Insurance Corp of New YorkApr 2021 to Feb 2022
- Northwestern Mutual Wealth Management CompanyAug 2020 to Apr 2021
- Northwestern Mutual Investment Services, LLCJul 2020 to Apr 2021
- Northwestern Mutual Life Insurance CompanyJul 2020 to Apr 2021
- Pruco Securities, LLCApr 2016 to Jul 2020
- The Prudential Insurance Company of AmericaApr 2016 to Jul 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 4 states (CT, NJ, NY, TX).
Lumiere Financial
Legal name: Lumiere Financial Group LLC
$82.7MAssets managed
116Clients
4Advisers
4 yearsIn 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
- 6108594
- Firm CRD
- 319171