Zechariah Shown

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CRD#: 6639903

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Zechariah Shown, CIMA® was a registered financial professional .

Zechariah is a previously registered financial professional and started their career in finance in 2016. Zechariah had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

THE CHURCH OF OSAGE HILLS, NOT INV RELATED, OSAGE BEACH, MO, FINANCE COMMITTEE MEMBER, START: 9/13/2018, 2 HOURS PER MONTH/1 DURING TRADING, DUTIES: BUDGET OVERSITE AND REPORTING.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Past

January 20, 2021 - July 5, 2023

CORE PLANNING

RIA

CRD#: 154660

ST. LOUIS, MO

Past

June 20, 2016 - January 13, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ELDON, MO

Past

June 1, 2016 - January 13, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JEFFERSON CITY, MO

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".

CORE PLANNING

CRD#: 154660 / SEC#: 801-131950

RIA

Registered Investment Advisory firm - (2/13/2025 Approved)

California

Registered Investment Advisory firm - (5/9/2025 Terminated)

Illinois

Registered Investment Advisory firm - (4/9/2025 Terminated)

Missouri

Registered Investment Advisory firm - (4/9/2025 Terminated)

Oregon

Registered Investment Advisory firm - (4/9/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/9/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 6/20/2016

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: 6/1/2016

General Securities Representative Examination

Current Firm

CORE PLANNING

CRD#: 154660 / SEC#: 801-131950

RIA

Registered Investment Advisory firm - (2/13/2025 Approved)

California

Registered Investment Advisory firm - (5/9/2025 Terminated)

Illinois

Registered Investment Advisory firm - (4/9/2025 Terminated)

Missouri

Registered Investment Advisory firm - (4/9/2025 Terminated)

Oregon

Registered Investment Advisory firm - (4/9/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/9/2025 Terminated)

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Contact information

Main Address

706 N Main St, Ofallon, MO 63366

Mailing Address

Phone number

(636) 734-7507

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - BROCHURE (3/26/2025)

ADV PART 2B - STUART PETTY (3/26/2025)

ADV PART 2B - JASMINE LAMBERT (3/26/2025)

ADV PART 2B - LEI DENG (3/26/2025)

ADV PART 2B - EMILY SCOTT (3/26/2025)

ADV PART 2B - GUY PENN (3/26/2025)

ADV PART 2B - STAN J KOVARIK (3/26/2025)

ADV PART 2B - SUZANNE HIGHET (3/26/2025)

ADV PART 2B - JARED HAMANN (3/26/2025)

ADV PART 2B - PATRICK M RITTER (3/26/2025)

ADV PART 2B - PATRICK MCANDREW (3/26/2025)

ADV PART 2B - TANNER MILLAR (3/26/2025)

ADV PART 2B - AUSTIN ENGLAND (3/26/2025)

ADV PART 2B - LEON REN (3/26/2025)

ADV PART 2B - DANIEL HINE (3/26/2025)

ADV PART 2B - DANNY HOWARD (3/26/2025)

ADV PART 2B - DAWN ABERNATHY (3/26/2025)

ADV PART 2B - JIMMY RAY (3/26/2025)

ADV PART 2B - JON PETERSEN (3/26/2025)

ADV PART 2B - ANDREW SCHEFFER (3/26/2025)

ADV PART 2B - ANDREW MORAN (3/26/2025)

ADV PART 2B - EUSEVIUS HOWARD (3/26/2025)

ADV PART 2B - ELIZABETH RISHEL (3/26/2025)

ADV PART 2B - JUSTIN PULLARO (3/26/2025)

ADV PART 2B - ADAM HAYNES (3/26/2025)

ADV PART 2B - CHRISTOPHER MILLER (3/26/2025)

ADV PART 2B - REBECCA LEES (3/26/2025)

ADV2B MADELINE MCIVOR 20250109 (3/26/2025)

ADV PART 2B - KORINNE SUGASAWARA (3/26/2025)

ADV PART 2B - JORDAN GILBERTI (3/26/2025)

ADV PART 2B - KEENAN CASEY (3/26/2025)

ADV PART 2B - JOEL MILLER (3/26/2025)

ADV PART 2B - FRANK VESTAL (3/26/2025)

ADV PART 2B - CHRISTOPHER JACKSON (3/26/2025)

ADV PART 2B - CHRISTOPHER JORDAN TAYLOR (3/26/2025)

ADV PART 2B - ROGER TRAN (3/26/2025)

ADV PART 2B - JASON FEDAK (3/26/2025)

Regulatory assets under management

Total Number of Accounts	884
AUM (Assets Under Management)	$ 121,451,500

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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Zechariah Shown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CORE PLANNING

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

CORE PLANNING

State Registrations and Notice Filings

Exams

Series 66

Date: 6/20/2016

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2016

Current Firm

CORE PLANNING

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORE PLANNING

TRUST BUT VERIFY

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