John M. Haubert

ZECHES WEALTH MANAGEMENT

TUCSON, AZ 85718

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CRD#: 5105580

Professional summary

John Michale Haubert is a registered financial advisor currently at ZECHES WEALTH MANAGEMENT located in Tucson, Arizona.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John 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.

09/1996 TAX OBA - J MICHALE HAUBERT CPA PC - CERTIFIED PUBLIC ACCOUNTANT (CPA), TAX PREPARATION SERVICES AND ACCOUNTING SERVICES. 160 HOURS/MONTH, 160 HOURS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michale Haubert'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®

None

Experience

Current

June 2, 2014 - Present

ZECHES WEALTH MANAGEMENT

Office #1: 4566 N 1st Avenue Suite 140, Tucson, AZ 85718

RIA

CRD#: 170279

TUCSON, AZ

Past

June 30, 2006 - August 4, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

TUCSON, AZ

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

Arizona
(6/2/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/29/2006

Uniform Investment Adviser Law Examination

Current Firm

ZECHES WEALTH MANAGEMENT

ZECHES WEALTH MANAGEMENT | ZECHES WEALTH MANAGEMENT GROUP, LLC

CRD#: 170279 / SEC#:

Arizona

Registered Investment Advisory firm - (3/10/2014 Approved)

Texas

Registered Investment Advisory firm - (11/13/2015 Conditional Restricted)

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Contact information

Main Address

2850 North Swan Road Suite 100, Tucson, AZ 85712

Mailing Address

Phone number

(520) 326-6923

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	196
AUM (Assets Under Management)	$ 96,318,913

Red Flags

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

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John M. Haubert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michale Haubert's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZECHES WEALTH MANAGEMENT

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2006

Current Firm

ZECHES WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ZECHES WEALTH MANAGEMENT

TRUST BUT VERIFY

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