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Steven S. Zangmeister
ASPIRE GROWTH PARTNERS LLC | Financial Advisor
Miromar Lakes, FL
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CRD#: 1769785
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Professional summary
Steven S Zangmeister, who also goes by Zango Zangmeister, is a registered financial advisor currently at ASPIRE GROWTH PARTNERS LLC located in Miromar Lakes, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Steven has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 62, Series 22 and Series 6 exams.
Question & Answer
What are your service offerings?
Trust & estate planning
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
Aliases
Zango Zangmeister
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NON-VARIABLE INSURANCE - MEDINA, OH. 05/2007 TO PRESENT. INVESTMENT RELATED. AGENT. INSURANCE SLAES. 4 HOURS MONTHLY, 1 HOUR DURING TRADING. NON-VARIABLE INSURANCE - MEDINA, OH. 05/2007 TO PRESENT. INVESTMENT RELATED. AGENT. INSURANCE SLAES. 4 HOURS MONTHLY, 1 HOUR DURING TRADING. 2) Name of Business : Steven Zangmeister Financial Services, LLC Address: Medina, OH Nature of the Business: Support Company (Owner) Position/Title: Support Company (Owner) Investment Related:No Start Date: 02/21/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Owner 3) Name of Business : 2005 Nautique, LLC Address: Ridgeville, OH Nature of the Business: Other (unpaid) Position/Title: Partner Investment Related:No Start Date: 03/09/2018 Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 4 Description of duties: None 4. Name of Business : Zangmeister & Harris Wealth Management Address: Medina, OH Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 06/24/2020 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 160 Description of duties: Financial Advisor
CRS (Client Relationship Summary) - RIA
Click below to view Steven S Zangmeister's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 17, 2021 - Present
ASPIRE GROWTH PARTNERS LLC
Office #2: 1180 Medina Road, Medina, OH 44256RIA
CRD#: 312063
Miromar Lakes, FL
Past
January 2, 2009 - April 8, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
MEDINA, OH
Past
May 22, 2007 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
MEDINA, OH
Past
May 16, 2007 - April 8, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
MEDINA, OH
Past
September 15, 2005 - May 18, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
AKRON, OH
Past
October 28, 2004 - April 30, 2007
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY
RIA
CRD#: 109729
MILWAUKEE, WI
Past
February 11, 1988 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
January 26, 1988 - May 18, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
AKRON, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AG
ASPIRE GROWTH PARTNERS LLC
ASPIRE GROWTH PARTNERS LLC
CRD#: 312063 / SEC#: 801-120122
RIA
Registered Investment Advisory firm - (1/8/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/23/2021)
IAR
Ohio(2/17/2021)
IAR
Texas(5/11/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/10/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 3/10/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 1/23/1989
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
AG
ASPIRE GROWTH PARTNERS LLC
ASPIRE GROWTH PARTNERS LLC
CRD#: 312063 / SEC#: 801-120122
RIA
Registered Investment Advisory firm - (1/8/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Miromar Lakes, FL
Mailing Address
Phone number
(330) 239-1776
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,064 |
| AUM (Assets Under Management) | $ 992,465,143 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ASPIRE GROWTH PARTNERS LLC
Financial AdvisorCRD#: 312063Miromar Lakes, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
