Zach has worked in the financial services industry for over 11 years. Currently he is an Investment Consultant of Ameriana Financial Services, a division of Ameriana Bank headquartered in New Castle, Indiana.
Zach has experience in different areas. He has worked extensively with closely held business owners and medical professionals. He has acknowledged the unique challenges facing these groups. His experience includes qualified plan consulting, cash flow planning and comprehensive wealth consulting. Zach has a focus on fee-based wealth consulting and he has developed cash flow-based planning methodology that he seeks to employ with his clients.
He has served as a FINRA Arbitrator since 2006 and holds a degree in Organizational Communication from Ball State University. He enjoys spending his spare time with his wife and two children. He is an active member of the Dad's Inc. Board of Directors.
Contact Zach Schroer.
The Financial Consultants of Ameriana Financial Services offer securities and insurance products through LPL Financial, Member FINRA/SIPC. Investment and insurance products are not FDIC insured, have no bank guarantee, may lose value, are not deposits and are not insured by any federal government agency.
|Not FDIC Insured||No Bank Guarantee||May Lose Value|
|Not a Deposit||Not insured by any Federal Government Agency|
Ameriana and Ameriana Financial Services are not registered broker/dealers, nor are they affiliated with LPL Financial.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.