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ZF

Zachary P. Fietsch

JACKALOPE CAPITAL
Chicago, IL
Some features on this profile are disabled
CRD#: 6034359
ZF

Professional summary

Zachary Paul Fietsch, who also goes by Zach Fietsch, is a registered financial advisor currently at JACKALOPE CAPITAL located in Chicago, Illinois.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Zachary has worked at 2 firms and has passed the Series 65, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zach Fietsch

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 Zachary Paul Fietsch'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

August 28, 2020 - Present

JACKALOPE CAPITAL

RIA
CRD#: 309696
Chicago, IL
Past

August 28, 2020 - December 31, 2024

JACKALOPE CAPITAL

RIA
CRD#: 309696
CHICAGO, IL
Past

April 4, 2012 - September 19, 2012

UHLMANN PRICE SECURITIES, LLC

BD
CRD#: 42854
SKOKIE, IL

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
Illinois
(8/28/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 8/23/2011
National Commodity Futures Examination

Current Firm

JC
JACKALOPE CAPITAL
JACKALOPE | JCI | JC | JACKALOPE CAPITAL, INC. | JACKALOPE CAPITAL INC. | JACKALOPE CAPITAL

CRD#: 309696 / SEC#:

Illinois
Registered Investment Advisory firm - (8/28/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Chicago, IL
Mailing Address
Phone number
(816) 560-3786
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 5,518,430

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

JACKALOPE CAPITAL

CRD#: 309696Chicago, IL

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