AS
Ahmad R. Saltagi
ZAKI FINANCIAL LLC
Fishers, IN 46038
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CRD#: 6990973
AS
Professional summary
Ahmad Rami Saltagi, CFP® is a registered financial advisor currently at ZAKI FINANCIAL LLC located in Fishers, Indiana.
Ahmad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ahmad has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Ahmad Saltagi is currently employed as a physician for Indiana Internal Medicine. This activity accounts for approximately 50% of his time. This is not an investment-related activity. Ahmad Saltagi is currently a licensed independent insurance agent through Aman Insurance LLC. This activity is not investment related, and does not involve more than 10% of his time or make up more than 10% of his income. Ahmad Saltagi is a shareholder of Compassion Hospice, LLC. This activity is not investment related, and does not involve more than 10% of his time or make up more than 10% of his income. Ahmad Saltagi has 3 rental properties owned by Salem Homes LLC, and managed by Real Estate 360, LLC. This activity is not investment related, and does not involve more than 10% of his time or make up more than 10% of his income. Ahmad Saltagi provides medical services through ARS Commerce LLC. This activity is not investment related, and does not involve more than 10% of his time or make up more than 10% of his income.
CRS (Client Relationship Summary) - RIA
Click below to view Ahmad Rami Saltagi'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®
Experience
Current
January 22, 2019 - Present
ZAKI FINANCIAL LLC
Office #1: 14074 Trade Center Dr. Suite 124, Fishers, IN 46038RIA
CRD#: 297921
Fishers, IN
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
Indiana(1/22/2019)
IAR
Texas(8/27/2024)
Current Firm
ZF
ZAKI FINANCIAL LLC
ZAKI FINANCIAL LLC
CRD#: 297921 / SEC#:
Indiana
Registered Investment Advisory firm - (1/22/2019 Approved)Texas
Registered Investment Advisory firm - (8/27/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14074 Trade Center Dr. Suite 124, Fishers, IN 46038
Mailing Address
Phone number
(317) 208-5566
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 6,030,249 |
Red Flags
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