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Zachary Brzon

Advisor at Edward Jones

Updated today

Location

Belleville, KS 66935

Credentials

Series 66

Industry experience

5 years

About

Zachary Brzon is a financial advisor with Edward Jones in Belleville, Kansas, holding a Series 66 designation and bringing five years of industry experience. He previously worked at CropQuest and held roles in agricultural operations and management. Outside of his advisory work, he serves as a junior high and junior varsity basketball referee and an assistant high school football coach in his local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,100 branches.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1911 M Street

Belleville, KS 66935

Most active in

Kansas · Texas

Work history

Edward Jones

2020 - Present (6 years)

CropQuest

2017 - 2020 (3 years)

Blackwood Farms

2016 - 2016 (1 year)

Fort Hays State University Farm

2015 - 2017 (2 years)

Crop Profits

2015 - 2017 (2 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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Brent S

Series 63

Belleville, KS

LPL Financial

Brent Scott is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. His career includes long-term roles with Waddell & Reed, Inc. and various insurance carriers, as well as operating his own advisory practice prior to joining LPL Financial. Outside of his advisory work, he is involved in a farming operation for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

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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Bradley B

Series 63, Series 65

Belleville, KS

Cetera

Bradley Boyer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency, with a career spanning roles in wealth management and insurance. Outside of his advisory work, Boyer serves as a director and grant writer for the Belleville Ball Association and is involved with the High Banks Hall of Fame, a nonprofit museum dedicated to local racing history. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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