Financial Advisor
.Hi, I’m Zachary Welch, a dedicated financial advisor passionate about helping purpose-driven individuals and families achieve financial security and success. I hold a bachelor’s degree from the University of Cincinnati in Finance and specialize in providing personalized financial guidance tailored to each client’s unique needs and goals.
Outside of work, you can find me on the golf course, where I enjoy the challenge and strategy of the game much like my approach to finance. I believe in applying the same patience, attention to detail, and long-term perspective to both my professional work and my personal interests.
I look forward to partnering with you on your financial journey!
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Ohio
- South Carolina
- Wisconsin
Insights
Office location
Marysville Location
211 North Main Street
Marysville, OH 43040
Phone937-642-6825HoursMarysville, OH 43040
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations