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Zachary Mark Wiersema

Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$456.1MFirm 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Trinity Wealth Securities, LLCSep 2024 to now
  2. Florida Financial Advisors, LLCJul 2024 to now
  3. United Parcel ServicesJun 2021 to Jun 2024
  4. Dan Henry DistributionMar 2021 to Aug 2022
  5. Western Michigan University (unemployed)Aug 2020 to Mar 2021
  6. Sandy Pines Recreational CommunityJun 2020 to Aug 2020
  7. Western Michigan UniversityDec 2019 to Jun 2020
  8. Kent CompaniesJun 2019 to Dec 2019
  9. Enza's PizzaJan 2018 to Jun 2019
  10. American Eagle OutfittersNov 2017 to Jan 2018
  11. Sue Lynn FarmsAug 2016 to Nov 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Florida Financial Advisors, LLC

$456.1MAssets managed
3,005Clients
842Advisers
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
7952033
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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