The Spectrum Financial
Group, Inc.

CONNECT

Address:

9000 Keystone Crossing Suite 620
Indianapolis, IN 46240

Phone:

317-846-2100

Fax/Other:

317-582-2350

Zachary T. Scherer, ChFC®, CLU®

Zachary T. Scherer, ChFC®, CLU®

Wealth Management Specialist

Zachary T. Scherer                           

Financial Advisor

FINRA Series 6, 63, 65, and Life & Health Insurance

 

With over 10 years of experience in wealth management and financial advising, Zach Scherer joined The Spectrum Financial Group, Inc. as an associate in 2005 with a focus on a comprehensive insurance management. Over the past decade he has expanded his practice to that of a focus on fee based comprehensive wealth management.

Zach brings a wealth of experience in analyzing personal financial situations for clients and introducing a strategy to help them achieve their goals. His expertise in cultivating relationships and providing superior customer service to those clients aligns with the overall mission of The Spectrum Financial Group, Inc. Zach looks to provide clients with advice to achieve each of their individual financial goals through a holistic planning process, while helping them to understand each investment, creating an overall positive experience. **In an effort to more effectively assist his clients, he will be implementing a new account minimum of $250,000 beginning on January 1, 2017 for all non-current clients.**

Zach received his Bachelor of Risk Management and Insurance degree from Ball State University of the Miller College of Business, where he was also an athlete for the cross country and track program.

Zach Scherer is a Registered Investment Advisor Representative, who holds a Series 6, 63 and Series 65 FINRA registration. He is also licensed for Life Insurance.


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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck