Zachary Teutsch
Investment adviser representative at Values Added Financial
11 yearsExperience
1 stateRegistered in
$313.7MFirm assets
5 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
- Seminars and workshops
Experience
11 years in the industry.
- Values Added FinancialMay 2017 to now
- Consumer Financial Protection BureauMay 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (DC).
Values Added Financial
Legal name: Values Added Financial LLC
$313.7MAssets managed
115Clients
8Advisers
5 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
- 6820430
- Firm CRD
- 288912