Zachary Thomas Falconer
Investment adviser representative at Lafleur & Godfrey Private Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Lafleur & Godfrey Private Wealth ManagementOct 2025 to now
- Charles Schwab Bank, SsbNov 2016 to now
- Charles Schwab & Co., Inc.Jul 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
Lafleur & Godfrey Private Wealth Management
Legal name: Lafleur & Godfrey LLC
$1BAssets managed
498Clients
6Advisers
13 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
- 6530776
- Firm CRD
- 168831