Zachariah J. Spicer

AMFG WEALTH MANAGEMENT LLC

Ashland, OH 44805

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CRD#: 5533318

Professional summary

Zachariah J. Spicer, who also goes by Zachariah Spicer, is a registered financial advisor currently at AMFG WEALTH MANAGEMENT LLC located in Ashland, Ohio.

Zachariah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Zachariah has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachariah Spicer

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 Zachariah J. Spicer'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 24, 2020 - Present

AMFG WEALTH MANAGEMENT LLC

Office #1: 925 Ridge Road, Ashland, OH 44805

RIA

CRD#: 292160

Ashland, OH

Past

May 4, 2020 - October 31, 2025

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

RALEIGH, NC

Past

December 17, 2014 - May 6, 2020

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

Ashland, OH

Past

December 17, 2014 - May 6, 2020

ONEAMERICA SECURITIES, INC.

CRD#: 4173

Ashland, OH

Past

August 28, 2013 - December 22, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

AKRON, OH

Past

July 10, 2008 - December 22, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

AKRON, OH

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

Ohio
(6/24/2020)

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: 8/16/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/4/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/9/2008

General Securities Representative Examination

Current Firm

AMFG WEALTH MANAGEMENT LLC

CRD#: 292160 / SEC#:

Florida

Registered Investment Advisory firm - (9/24/2025 Approved)

Ohio

Registered Investment Advisory firm - (3/16/2018 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/7/2025 Approved)

South Carolina

Registered Investment Advisory firm - (12/20/2022 Approved)

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Contact information

Main Address

924 Westpoint Parkway Suite 100, Westlake, OH 44145

Mailing Address

924 Westpoint Parkway Suite 100, Westlake, OH 44145

Phone number

(440) 249-0397

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	633
AUM (Assets Under Management)	$ 44,156,527

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.

Contact information

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Firm Stability Insights

Zachariah J. Spicer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachariah J. Spicer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2013

Series 63

Date: 6/4/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/9/2008

Current Firm

AMFG WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMFG WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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