ZT
Zachary N. Tekamp
HERITAGE WEALTH MANAGEMENT GROUP, LTD
Norfolk, VA 23510-1591
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CRD#: 7387894
ZT
Professional summary
Zachary Nicklaus Tekamp, who also goes by Zachary Tekamp, is a registered financial advisor currently at HERITAGE WEALTH MANAGEMENT GROUP, LTD located in Norfolk, Virginia.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Zachary has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zachary Tekamp
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.
Fixed insurance sales; as of 06/07/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. Term life insurance sales (<1 hr per week, commissions = 10% of first year's premium) Zachary Tekamp is a Peer Review Editor at Journal of Financial Planning Editorial Review Board; Investment related: No; Location: 1290 Broadway, Suite 1625 Denver Colorado 80203; Description: Monthly magazine for CFP(R) professionals; Responsibilities Duties: Periodically edit articles for submission to the Journal of Financial Planning; Start date: 2023-06-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. Zachary Tekamp is a member of Virginia Tech Pamplin College of Business Recent Alumni Board; Investment related: No; Location: 1030 Pamplin Hall 880 W Campus Dr Blacksburg VA 24061; Description: Board to discuss advancement of Virginia Tech Pamplin College of Business initiatives; Responsibilities Duties: Quarterly meetings to discuss ways to advance Pamplin & initiatives; Start date: 2022-08-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Nicklaus Tekamp'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®
NoneExperience
Current
May 31, 2024 - Present
HERITAGE WEALTH MANAGEMENT GROUP, LTD
Office #1: 733 Boush Street Suite 100, Norfolk, VA 23510-1591RIA
CRD#: 148459
Norfolk, VA
Past
July 20, 2021 - May 20, 2024
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Arlington, VA
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".
HW
HERITAGE WEALTH MANAGEMENT GROUP, LTD
HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD#: 148459 / SEC#: 801-120938
RIA
Registered Investment Advisory firm - (4/26/2021 Approved)Delaware
Registered Investment Advisory firm - (6/10/2021 Terminated)Florida
Registered Investment Advisory firm - (6/1/2021 Terminated)Texas
Registered Investment Advisory firm - (6/1/2021 Terminated)Virginia
Registered Investment Advisory firm - (6/5/2021 Terminated)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
Virginia(5/31/2024)
Exams
Current Firm
HW
HERITAGE WEALTH MANAGEMENT GROUP, LTD
HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD#: 148459 / SEC#: 801-120938
RIA
Registered Investment Advisory firm - (4/26/2021 Approved)Delaware
Registered Investment Advisory firm - (6/10/2021 Terminated)Florida
Registered Investment Advisory firm - (6/1/2021 Terminated)Texas
Registered Investment Advisory firm - (6/1/2021 Terminated)Virginia
Registered Investment Advisory firm - (6/5/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
733 Boush Street Suite 100, Norfolk, VA 23510-1591
Mailing Address
Phone number
757-321-3725 EXT. 205
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 443 |
| AUM (Assets Under Management) | $ 124,051,923 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD#: 148459Norfolk, VA 23510-1591TRUST BUT VERIFY
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