Zachary Kocurek
Investment adviser representative at Secure Asset Management, L.L.C.
11 yearsExperience
1 stateRegistered in
$870.6MFirm assets
8 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 assetsFixed or flat feeOther
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.
- Secure Asset Management, L.L.C.Dec 2023 to now
- Fisher Family Farms Aka Fisher Animal Care and Training LLCSep 2022 to now
- Real Estate Transition SolutionMay 2022 to now
- New Western AcquisitionsOct 2021 to May 2022
- UnemploymentJun 2021 to Sep 2021
- Grsi PropertiesMar 2021 to Jan 2025
- Texas A&m UniversityAug 2020 to May 2021
- UnemploymentJan 2020 to Jul 2020
- Tru By HiltonSep 2019 to Dec 2019
- Sydney By KayakMay 2019 to Aug 2019
- UnemploymentAug 2018 to May 2019
- Camp KubenaMay 2018 to Aug 2018
- UnemploymentAug 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
Secure Asset Management, L.L.C.
$870.6MAssets managed
2,877Clients
55Advisers
8 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
- 7559014
- Firm CRD
- 144046