Zachary R Fitzpatrick
Investment adviser representative at The Ameriflex Group
13 yearsExperience
1 stateRegistered in
$9.7BFirm assets
6 yearsFirm 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 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
13 years in the industry.
- The Ameriflex GroupNov 2025 to now
- Cambridge Investment Research, Inc.Oct 2025 to now
- Fitzpatrick Cpa & Financial Services, LLCJan 2025 to now
- St. Joseph Catholic Academy, Inc.Apr 2023 to Jan 2025
- Kaizen Cpas PllcSep 2022 to Apr 2023
- Cadaret, Grant & Co., Inc.Mar 2022 to Sep 2022
- Sitzberger Advisors, LLCFeb 2022 to Mar 2022
- Grant Thornton, LLPOct 2021 to Feb 2022
- UnemployedSep 2021 to Sep 2021
- Inflection AdvisorsJul 2021 to Aug 2021
- Cic Companies, Ltd.Apr 2021 to Jul 2021
- Friese Financial Advocates, LLCFeb 2021 to Apr 2021
- Pricewaterhousecoopers, LLPSep 2019 to Feb 2021
- U.S. Department of DefenseMar 2017 to Aug 2019
- Ameritas Investment CompanyOct 2016 to Apr 2021
- Club-net ManagementOct 2016 to Mar 2017
- Friese Financial Advocates, LLCOct 2016 to Dec 2016
- R&s Entertainment, LLCApr 2013 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 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
- 6729736
- Firm CRD
- 305585