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DZ

Douglas W. Zirpel

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CRD#: 859578
DZ

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.

Douglas William Zirpel, who also goes by Doug Zirpel, was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1978. Douglas had worked at 19 firms and has passed the Series 66, SIE, Series 7 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Doug Zirpel

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)


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


Past

February 19, 2015 - May 26, 2017

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
MANTECA, CA
Past

February 18, 2015 - May 26, 2017

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

October 22, 2012 - April 1, 2013

AMERICAN INVESTORS COMPANY

BD
CRD#: 38
SAN RAMON, CA
Past

March 23, 2007 - December 2, 2010

AMERICAN INVESTORS COMPANY

RIA
CRD#: 38
MANTECA, CA
Past

March 23, 2007 - December 2, 2010

AMERICAN INVESTORS COMPANY

BD
CRD#: 38
MANTECA, CA
Past

July 26, 2006 - March 14, 2007

1717 CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 4082
WALNUT CREEK, CA
Past

July 25, 2006 - March 14, 2007

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
WALNUT CREEK, CA
Past

February 24, 2005 - July 13, 2006

AMERICAN INVESTORS COMPANY

RIA
CRD#: 38
MANTECA, CA
Past

November 4, 2004 - July 13, 2006

AMERICAN INVESTORS COMPANY

BD
CRD#: 38
SAN RAMON, CA
Past

May 13, 2004 - October 27, 2004

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

January 1, 2002 - December 18, 2002

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
CINCINNATI, OH
Past

April 5, 2000 - January 1, 2002

IAC SECURITIES, INC.

BD
CRD#: 14081
TINLEY PARK, IL
Past

January 20, 1999 - June 22, 1999

CARDINAL INVESTMENTS, INC.

BD
CRD#: 36838
COLUMBIA, IL
Past

October 1, 1997 - May 4, 1998

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

May 7, 1996 - October 1, 1997

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

March 3, 1995 - December 13, 1995

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

February 11, 1993 - January 12, 1994

FORTH FINANCIAL SECURITIES, CORPORATION

BD
CRD#: 14363
RICHMOND, VA
Past

June 27, 1990 - July 8, 1992

NATIONWIDE FUND DISTRIBUTORS LLC

BD
CRD#: 25910
COLUMBUS, OH
Past

August 18, 1987 - July 3, 1990

ALLIED GROUP SECURITIES CORPORATION

BD
CRD#: 3638
Past

February 22, 1986 - February 10, 1987

GETTINS FINANCIAL GROUP, INC.

BD
CRD#: 10860
Past

July 9, 1985 - January 21, 1986

ALEXANDER MICHAELS, INC.

BD
CRD#: 11525
Past

June 22, 1982 - April 4, 1985

APEX FINANCIAL PLANNERS CORP.

BD
CRD#: 6375
Past

January 23, 1980 - June 17, 1982

AMERICAN INVESTORS COMPANY

BD
CRD#: 38
Past

August 10, 1979 - August 21, 1980

NEW ENGLAND SECURITIES

BD
CRD#: 615
Past

May 22, 1979 - June 29, 1979

THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY

BD
CRD#: 647
Past

April 4, 1979 - September 13, 1979

APEX FINANCIAL PLANNERS CORP.

BD
CRD#: 6375
Past

November 27, 1978 - July 7, 1980

JUDY & ROBINSON SECURITIES, INC

BD
CRD#: 2378

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.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 40
Date: 10/31/1978
Registered Principal Examination

Current Firm


FE
FORESTERS EQUITY SERVICES, INC.
FORESTERS EQUITY SERVICES, INC. | FORESTERS SECURITIES, INC.

CRD#: 18464 / SEC#: 801-77880, 8-36703

BD
Terminated by SEC on 02/11/2019
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Contact information


Main Address
6640 Lusk Blvd #a202, San Diego, CA 92121
Mailing Address
Phone number
Established
California since 05/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART II (3/27/2018)

Direct owners and executive officers


NamePositionCRD#
THE INDEPENDENT ORDER OF FORESTERS ("IOF")OWNER
GERB, JASON HARRISCHIEF COMPLIANCE OFFICER3021815
GIL, JUDITH ELAINEVICE PRESIDENT COMPLIANCE2707895
MALECHUK, LAURA ANNFINANCIAL OPERATIONS PRINCIPAL1105982
MCDONOUGH, MARK EVP OPERATIONS4254608
REABURN, PAUL DOUGLASDIRECTOR4125521
SMITH, FRANK LEOPRESIDENT2080590
SMITH, FRANK LEODIRECTOR2080590

Disclosures


Regulatory Event2

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


FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

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