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ZV

Zachary Veenstra

DES MOINES, IA 50309
Some features on this profile are disabled
CRD#: 8219592
ZV
Zachary Veenstra

Professional summary

Zachary Veenstra, who also goes by Zach Veenstra, was a registered financial advisor .

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Zachary had worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Zach Veenstra

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.
I am a partner at a CPA firm offering tax and accounting services. I do not receive any commissions.

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®
None

Experience

Current

September 4, 2026 - Present

Office #1: 500 Sw 7th Street Suite 204, Des Moines, IA 50309
DES MOINES, IA
Past

February 10, 2026 - September 30, 2026

RIA ADVISORY GROUP, LLC

RIA
CRD#: 152566
Pella, IA

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
Iowa
(9/4/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 10/9/2025
Uniform Investment Adviser Law Examination

Current firm

No current employment

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.

Company Information

No current employment

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