Ezekiel Anders

PLANALTO FINANCIAL | Planning Specialist

HUNTSVILLE, AL

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CRD#: 7317995

Professional summary

Ezekiel Anders, CFP®, who also goes by Zeke Anders, is a registered financial advisor currently at PLANALTO FINANCIAL located in Huntsville, Alabama.

Ezekiel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ezekiel has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Biography

Zeke Anders, Planning Specialist at Twickenham Advisors, graduated from the University of Alabama in 2012 with his bachelor’s degrees in Finance and Spanish and a Master of Science degree in Finance. Subsequently, he moved to Denver, Colorado to work as a financial analyst for a Fortune 250 telecommunications company. After almost 8 years in Denver, Zeke returned to Huntsville to be closer to family and pursue his interest in financial planning.

In his current role as Planning Specialist, Zeke provides research and manages the financial planning tools and technology to provide a digital experience. He is a lifelong learner with a passion for personal finance and high-quality service. Zeke currently holds his Series 65 license and is actively pursuing other designations.

Zeke married his wife, Larysse, in 2018 and they enjoy hiking, traveling, and spending time with their dog, Coco.

Question & Answer

What are your service offerings?

Retirement Planning

Social Security Planning

Investment Planning

Tax Planning

Comprehensive Financial Planni...

Estate Planning

Insurance Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Zeke Anders

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 Ezekiel Anders'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

February 17, 2026 - Present

PLANALTO FINANCIAL

RIA

CRD#: 338852

HUNTSVILLE, AL

Past

April 3, 2021 - February 13, 2026

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Huntsville, AL

Past

April 2, 2021 - February 13, 2026

HIGHTOWER SECURITIES, LLC

CRD#: 116681

CHICAGO, 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

Alabama
(2/17/2026)

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.

Exams

State Security Law Exam

Series 63

Date: 9/8/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/8/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/2/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/26/2020

Securities Industry Essentials Examination

Current Firm

PLANALTO FINANCIAL

PLANALTO FINANCIAL | PLANALTO FINANCIAL, LLC

CRD#: 338852 / SEC#:

Alabama

Registered Investment Advisory firm - (2/17/2026 Approved)

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Contact information

Main Address

Huntsville, AL

Mailing Address

Phone number

(571) 334-5441

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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Ezekiel Anders

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ezekiel Anders's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANALTO FINANCIAL

HIGHTOWER ADVISORS, LLC

HIGHTOWER SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/8/2022

Series 65

Date: 8/8/2020

Series 7TO

Date: 4/2/2021

SIE

Date: 8/26/2020

Current Firm

PLANALTO FINANCIAL

Contact information

Documents

Red Flags

Company Information

PLANALTO FINANCIAL

TRUST BUT VERIFY

Contact information

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