Zachary Schear
CFP®Professional Summary
Zachary Schear, CFP®, who also goes by Zachary Schear, Zachary Daniel Schear, is a registered financial advisor currently at FARMERS ASSET MANAGEMENT, LLC located in Westlake Village, California and FARMERS FINANCIAL SOLUTIONS, LLC located in Westlake Village, California. Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Zachary has worked at 3 firms and has passed the Series 63, SIE, Series 6 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Zachary Schear, Zachary Daniel Schear
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
FARMERS ASSET MANAGEMENT, LLC
Contact Information
Main Address
30700 Russell Ranch Road 214, Westlake Village, CA 91362Phone Number
(818) 965-0277# of Employees
24Documents
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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.
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State Registrations and Notice Filings
(4/3/2020)
(12/3/2025)
(7/16/2026)
(3/1/2017)
(7/22/2026)
(7/28/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2011About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 2018About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Zachary Schear's CRS (Customer Relationship Summary).
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