Zachery Price
Investment adviser representative at Teeple Snyder Newsome Wealth & Tax Management
13 yearsExperience
1 stateRegistered in
$287MFirm assets
4 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
Experience
13 years in the industry.
- Teeple Snyder Newsome Wealth & Tax ManagementFeb 2026 to now
- Southeast Christian ChurchNov 2023 to now
- Zachery Price, Sole ProprietorNov 2023 to now
- Investment Distributors IncNov 2023 to Jan 2026
- Protective Life Insurance CompanyNov 2023 to Jan 2026
- Inspire Private Wealth ManagementAug 2023 to Oct 2023
- The Leaders Group IncAug 2022 to Oct 2023
- DplJun 2022 to Aug 2023
- Jencare Senior Medical CenterOct 2021 to May 2022
- Southeast Christian ChurchJan 2019 to Oct 2021
- River Valley Christian ChurchFeb 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
Teeple Snyder Newsome Wealth & Tax Management
Legal name: Teeple Wealth Management, LLC
$287MAssets managed
606Clients
12Advisers
4 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
- 7613479
- Firm CRD
- 147676