Zane Edwin Parrott
Investment adviser representative at Rea Wealth Management
14 yearsExperience
1 stateRegistered in
$892.3MFirm assets
28 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Rea Wealth ManagementNov 2025 to now
- Commonwealth Financial NetworkNov 2025 to now
- Mwa Financial Services, Inc.Aug 2023 to Oct 2025
- Modern Woodmen of AmericaJan 2023 to Oct 2025
- Lowes Home ImprovementJan 2019 to Dec 2022
- Old Carolina Bbq CompanyMar 2017 to Aug 2019
- Cold Creek Club LambsJan 2012 to Jun 2018
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 (OH).
Rea Wealth Management
Legal name: Investment Partners Ltd
$892.3MAssets managed
938Clients
11Advisers
28 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
- 7802518
- Firm CRD
- 108913