Zachary Taylor Zimcosky | Financial Professional | Livonia, Michigan

Professional summary

Zachary Taylor Zimcosky is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Livonia, Michigan and ARKADIOS CAPITAL located in Livonia, Michigan.

Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Zachary has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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.

1. PRODUCER'S CHOICE, Investment related, ADDRESS: 1152 E. LONG LAKE RD., TROY MI 48085, POSITION: AGENT NATURE: LIFE INSURANCEFIXED ANNUTIES FIXED INDEX ANNUTIESLONG TERM CARE INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10, START DATE: 08/05/2010, DESCRIPTION: INSURANCE AND ANNUITY SALES 2. ZIMCO CAPITAL, Investment related, ADDRESS: 37627 Pembroke Ave., Livonia MI 48152, POSITION: financial advisor NATURE: financial planning: stocks, bonds, mutual funds, annuities, REITs, BDCs, private equity etc. NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 09/30/2015, DESCRIPTION: presenting solutions to clients with capital appreciation, preservation and/or income needs marketing and client events account trading 3. Ohio State Life Insurance Company, Is Investment Related, P.O. Box 25417, Salt Lake City, UT, 84125, fixed annuity sales,producer,7/25/2024,1 hours per month,0 hours per month during trading hours, MYGA sales for clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Taylor Zimcosky's CRS (Customer Relationship Summary).

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

August 16, 2022 - Present

ARKADIOS WEALTH ADVISORS

Office #1: 37617 Pembroke Ave, Livonia, MI 48152

RIA

CRD#: 288863

Livonia, MI

Current

August 16, 2022 - Present

ARKADIOS CAPITAL

Office #1: 37617 Pembroke Ave, Livonia, MI 48152

BD

CRD#: 282710

Livonia, MI

Past

January 26, 2010 - September 30, 2022

KALOS MANAGEMENT

RIA

CRD#: 133025

Livonia, MI

Past

April 6, 2009 - September 30, 2022

KALOS CAPITAL, INC.

BD

CRD#: 44337

LIVONIA, MI

Past

August 21, 2008 - October 3, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD

CRD#: 6363

TROY, MI

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".

AW

ARKADIOS WEALTH ADVISORS

CRD#: 288863 / SEC#: 801-110833

RIA

Registered Investment Advisory firm - (7/17/2017 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Alabama
(8/1/2024)

RR

Arizona
(1/15/2023)

RR

California
(8/16/2022)

RR

Florida
(8/16/2022)

RR

Georgia
(11/3/2025)

RR

Illinois
(8/16/2022)

RR

Michigan
(8/16/2022)

IAR

Michigan
(8/16/2022)

RR

Nevada
(11/20/2024)

RR

New Jersey
(11/20/2024)

RR

North Carolina
(1/15/2023)

RR

Ohio
(1/17/2023)

RR

Pennsylvania
(11/2/2022)

RR

South Carolina
(11/20/2024)

RR

Tennessee
(8/20/2024)

RR

Texas
(11/20/2024)

RR

Virginia
(8/16/2022)

RR

Wisconsin
(1/15/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 9/16/2008

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 8/20/2008

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

AW

ARKADIOS WEALTH ADVISORS

CRD#: 288863 / SEC#: 801-110833

RIA

Registered Investment Advisory firm - (7/17/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305

Mailing Address

Phone number

(404) 445-0035

Established

Firm type

Fiscal year end

# of Employees

188

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PEAK WRAP FEE PROGRAM BROCHURE (3/31/2025)

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	12,091
AUM (Assets Under Management)	$ 3,856,398,203

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.

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary T. Zimcosky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Taylor Zimcosky's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKADIOS CAPITAL

KALOS MANAGEMENT

KALOS CAPITAL, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ARKADIOS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/16/2008

SIE

Date: 10/1/2018

Series 7

Date: 8/20/2008

FINRA

Current Firm

ARKADIOS WEALTH ADVISORS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARKADIOS WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors