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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Preston Leonard Zapffe

Preston L. Zapffe

FAMILY CFO
Dallas, TX
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CRD#: 4799324
Preston Leonard Zapffe

Professional summary

Preston Leonard Zapffe, CFP® is a registered financial advisor currently at FAMILY CFO, LLC located in Dallas, Texas.

Preston is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Preston has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Preston Leonard Zapffe'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

June 26, 2017 - Present

FAMILY CFO, LLC

RIA
CRD#: 288769
Dallas, TX
Past

December 14, 2021 - March 10, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
Dallas, TX

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
Texas
(6/26/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/25/2017
Uniform Investment Adviser Law Examination

Current Firm

FC
FAMILY CFO, LLC
FAMILY CFO, LLC

CRD#: 288769 / SEC#:

Texas
Registered Investment Advisory firm - (6/26/2017 Approved)
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Contact information

Main Address
Dallas, TX
Mailing Address
Phone number
(214) 450-6423
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FAMILY CFO, LLC

CRD#: 288769Dallas, TX

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