Zachary Donald Rumpke
Investment adviser representative at Quotient Wealth Partners, LLC
12 yearsExperience
2 statesRegistered in
$4.9BFirm assets
3 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Quotient Wealth Partners, LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to Feb 2025
- CisionJul 2022 to Jan 2023
- Cincinnati BengalsAug 2021 to Jan 2022
- Grunder LandscapingMay 2021 to May 2021
- Rumpke Waste and RecyclingDec 2018 to Jul 2022
- University of DaytonAug 2018 to May 2022
- UnemployedJul 2018 to Dec 2018
- Skyline ChiliOct 2016 to Jul 2018
- Lasalle High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Quotient Wealth Partners, LLC
$4.9BAssets managed
2,355Clients
34Advisers
3 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
- 7698079
- Firm CRD
- 326819