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Thomas M Zaccone

Advisor at LPL Financial — Harlan, IA 7th St

Updated today

Credentials

Series 66

Experience

5 years

Location

Harlan, IA 51537

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,426 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Thomas Zaccone is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Hough & Zaccone Investment Management and running Zaccone Investments. Outside of advising, he was involved with the Harlan Golf & Country Club. LPL Financial serves individual and institutional clients through a nationwide network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Harlan, IA 7th St

1013 7th St

Harlan IA 51537

Advisors at this office

1

Most active in

Iowa · Texas

Work history

5 years of industry experience

Zaccone Investments

2026 - Present • 1 year

Harlan, IA

LPL Financial LLC

2024 - Present • 2 years

Harlan, IA

Hough & Zaccone Investment Management, LLC

2024 - 2026 • 2 years

Harlan, IA

Harlan Golf & Country Club

2019 - 2023 • 4 years

Harlan, IA

Self-Contractor

2005 - 2021 • 16 years

Harlan, IA

Disclosures

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

Business activities & affiliations

Thad N

Series 66

Harlan, IA

Edward Jones

Thad Nelson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vox Media and Treynor Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Retirement income strategy Retired Founder/Business Owner Executive

Kayla J

Series 63, Series 66

Harlan, IA

Edward Jones

Kayla Jacobs is a financial advisor with Edward Jones in Harlan, Iowa, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward Jones since 1999 and is simultaneously involved with Shelby County Health Foundation and local banks in Harlan. Jacobs is also a co-owner of an LLC, KKCJ, based in Gretna, Nebraska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Diane S

Series 66

Harlan, IA

Thrivent Investment Management

Diane Stewart is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Harlan, Iowa. She has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of her advisory role, she is involved in land management through ownership of a land rental position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning on a range of financial topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations

Rebecca M

Series 66

Harlan, IA

Edward Jones

Rebecca Mc Clain is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior work includes roles at Rolling Hills Bank and Trust and Dallas Johnson Greenhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Anthony H

Series 63, Series 66

Harlan, IA

LPL Financial

Anthony Hough is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor entity since 2000. Outside of his advisory role, he is a business owner of Hough Capital Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Nolan J

Series 66

Harlan, IA

Thrivent Investment Management

Nolan Johnson is a Series 66-licensed financial advisor at Thrivent Investment Management with 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics and offers these services separately from its managed-account program.

Business ownership considerations
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