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Gary Zweschper

Advisor at Principal Financial Services

Updated today

Location

Schulenburg, TX

Credentials

Series 63, Series 65

Industry experience

18 years

About

Gary Zweschper is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2013 and 2016, respectively, and is currently associated with Middle Creek Financial. Outside of his advisory role, Zweschper is a partner in a commercial beef cattle ranch and serves as a board member of the Schulenburg Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Client services

Based on Principal Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Occupation focus

Based on Principal Financial Services

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)

Project-based
Subscriptions

Location

Schulenburg, TX

Most active in

Texas

Work history

Middle Creek Financial

2020 - Present (6 years)

Middle Creek Investments

2019 - 2020 (1 year)

PRINCIPAL LIFE INSURANCE COMPANY

2019 - Present (7 years)

Principal Securities INC

2016 - Present (10 years)

PRINCIPAL LIFE INSURANCE COMPANY

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark H

Series 63

Schulenburg, TX

Nfsg Corporation

Mark Hudec is a financial advisor with NFSG Corporation and holds a Series 63 designation. He has 38 years of industry experience, including previous roles at United Planners' Financial Services, Trilogy Wealth Management, and Trilogy Wealth Partners. Outside of his advisory work, he is also an independent insurance agent specializing in life and health insurance. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, technical, and cyclical analysis, and frequently uses third-party managers to deliver discretionary and non-discretionary investment solutions.

Wealth management
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Preston L

Series 66

Weimar, TX

Thrivent Investment Management

Preston Langhoff is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previous work experience at Kiewit and Texas State Technical College. Langhoff is also a partner in Langhoff Bro Properties LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering planning on a one-time or ongoing basis that covers a broad set of financial topics without implementation services. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Case H

Series 63, Series 65

Weimar, TX

LPL Financial

Case Hollub is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at SouthStar Bank, SSB from 2011 to 2018 and has been with LPL Financial since 2006. Outside of his advisory role, Hollub is involved in non-variable insurance sales, including fixed annuities, whole life, and long-term care insurance through various agencies. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance, annuity products, and other financial services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Series 66

Moulton, TX

LPL Financial

Freeman James is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ICA Group Wealth Management, LLC, Crossroads Bank, BWI Companies, and Cal-Maine Foods. He is also a commissioned notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James H

Series 66

Weimar, TX

Edward Jones

James Heger is a financial advisor at Edward Jones in Weimar, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Hollas-Duncan Insurance Agency from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher H

Series 63, Series 66

Schulenburg, TX

Edward Jones

Christopher Hooper is a financial advisor with Edward Jones in Schulenburg, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in hay production and serves as Vice Chairman of the Blinn College Schulenburg Campus Advisory Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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