Zachary Koch
Investment adviser representative at Commonwealth Financial Network
10 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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 feeCommissions
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
10 years in the industry.
- Angelo Planning GroupMar 2025 to now
- Commonwealth Financial NetworkMar 2025 to now
- Osaic Wealth, Inc.Oct 2024 to Mar 2025
- American Portfolios Financial Services, Inc.Jul 2022 to Oct 2024
- M&t BankJun 2019 to Jul 2022
- University DaytonAug 2018 to May 2019
- Lamparelli ConstructionJun 2018 to Aug 2018
- University of DaytonAug 2017 to May 2018
- Buffalo RiverworksJun 2017 to Aug 2017
- University of DaytonAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7589825
- Firm CRD
- 8032