Zachary M. Sell

AVANTAX PLANNING PARTNERS

Seven Fields, PA 16046

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CRD#: 6380093

Professional summary

Zachary M Sell, who also goes by Zachary M Sell, Zachary Michael Sell, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Seven Fields, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Seven Fields, Pennsylvania.

Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Zachary has worked at 10 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary M Sell | Zachary Michael Sell

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)BEADLING SCS SOCCER POSITION: Assistant Coach NATURE: coaching pre-academy level soccer ages 6-8 yo boys and girls INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2024 ADDRESS: 1220 Freedom Crider Rd, Suite 6, Freedom PA 15042, United States DESCRIPTION: coaching pre-academy level soccer ages 6-8 yo boys and girls

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary M Sell'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

February 5, 2024 - Present

AVANTAX PLANNING PARTNERS, INC.

Office #1: 310 Seven Fields Blvd Ste 300, Seven Fields, PA 16046

RIA

CRD#: 106237

Seven Fields, PA

Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 310 Seven Fields Blvd. Suite 161, Seven Fields, PA 16046

CRD#: 13572

Seven Fields, PA

Past

February 23, 2024 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Seven Fields, PA

Past

February 5, 2024 - February 5, 2024

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

August 31, 2021 - February 1, 2024

STRATOS WEALTH ADVISORS LLC

RIA

CRD#: 283816

SEVEN FIELDS, PA

Past

August 24, 2018 - August 24, 2021

MORGAN STANLEY

RIA

CRD#: 149777

Sewickley, PA

Past

August 24, 2018 - August 24, 2021

MORGAN STANLEY

CRD#: 149777

Sewickley, PA

Past

January 27, 2017 - March 8, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

August 8, 2016 - March 8, 2018

SCOTTRADE, INC.

CRD#: 8206

WEXFORD, PA

Past

April 5, 2016 - July 18, 2016

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

February 23, 2016 - July 18, 2016

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

October 14, 2015 - December 21, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

Past

February 10, 2015 - August 17, 2015

NYLIFE SECURITIES LLC

CRD#: 5167

TIMONIUM, MD

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".

AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES

CRD#: 106237 / SEC#: 801-50939

RIA

Registered Investment Advisory firm - (1/17/1996 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.

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

Alabama
(9/5/2025)

Arizona
(9/5/2025)

California
(9/5/2025)

Florida
(9/5/2025)

Georgia
(9/5/2025)

Idaho
(9/5/2025)

Illinois
(9/5/2025)

Indiana
(9/5/2025)

Kentucky
(9/5/2025)

Maryland
(9/5/2025)

Michigan
(9/5/2025)

Missouri
(9/5/2025)

Montana
(9/5/2025)

New Hampshire
(9/5/2025)

New Jersey
(9/5/2025)

North Carolina
(9/5/2025)

Ohio
(9/5/2025)

IAR

Pennsylvania
(2/5/2024)

Pennsylvania
(9/5/2025)

South Carolina
(9/5/2025)

Tennessee
(9/5/2025)

IAR

Texas
(8/9/2025)

Texas
(9/5/2025)

Vermont
(9/5/2025)

Virginia
(9/5/2025)

Washington
(9/5/2025)

West Virginia
(9/5/2025)

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

Series 63

Date: 5/9/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/5/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES

CRD#: 106237 / SEC#: 801-50939

RIA

Registered Investment Advisory firm - (1/17/1996 Approved)

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Contact information

Main Address

3390 Asbury Road, Dubuque, IA 52002-2801

Mailing Address

Phone number

(563) 582-2855

Established

Firm type

Fiscal year end

# of Employees

254

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APP ADV PART 2A BROCHURE (10/16/2025)

Regulatory assets under management

Total Number of Accounts	13,679
AUM (Assets Under Management)	$ 6,933,162,284

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/20/2024	Cover Page	Report
11/28/2023	Cover Page	Report
12/16/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Zachary M. Sell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary M Sell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

STRATOS WEALTH ADVISORS LLC

MORGAN STANLEY

MORGAN STANLEY

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

AVANTAX PLANNING PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/9/2024

Series 66

Date: 4/5/2016

SIE

Date: 10/1/2018

Series 7

Date: 2/10/2015

FINRA

Current Firm

AVANTAX PLANNING PARTNERS, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AVANTAX PLANNING PARTNERS, INC.

TRUST BUT VERIFY

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