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Zachary Christopher Colpaert

Advisor at Edward Jones — Decatur, IN Dayton Street

Updated today

Credentials

Series 66

Experience

2 years

Location

Decatur, IN 46733

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Zachary Colpaert is a financial advisor at Edward Jones in Decatur, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Decatur Ace Hardware and JDCAB Berne LLC (McDonald's), and was involved with Pine Lake Water Park for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Newlywed/Engaged Young Families Intergenerational Families

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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

See office

Decatur, IN Dayton Street

1209 Dayton Street

Decatur IN 46733

Advisors at this office

2

Most active in

Indiana · Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Decatur Ace Hardware

2022 - 2024 • 2 years

Decatur, IN

JDCAB Berne LLC (Mcdonalds)

2019 - 2022 • 3 years

Berne, IN

Pine Lake Water Park

2016 - 2023 • 7 years

Berne, IN

Disclosures

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

Business activities & affiliations

user avatar

Michael H

Series 63, Series 66

Decatur, IN

Midwest Capital Financial Advisors, LLC

Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
user avatar

Jerry B

Series 65

Decatur, IN

Midwest Capital Financial Advisors, LLC

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
user avatar

Krista K

Series 63, Series 65

Fort Wayne, IN

TCP Asset Management, LLC

Krista Kramer is a financial advisor at TCP Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 12 years. In addition to her advisory role, she works as a financial coach. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages over $1 billion in assets across 11 offices with a 25-advisor team, offering tailored investment strategies and model portfolios.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Brad J

Series 65

Hoagland, IN

Thrivent Advisor Network, LLC

Brad Jeffrey is a Series 65-licensed financial advisor with five years of industry experience. He currently works at Thrivent Advisor Network, LLC and previously spent 16 years at Lincoln Financial Group. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning through various approaches, including the use of low-cost mutual funds, ETFs, and access to independent managers.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Joshua S

Series 66

Decatur, IN

OneAscent Financial Services LLC

Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. He also volunteers with Lifewise Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and utilizes both advisor-managed and model-based investment programs, including Unified Managed Account solutions.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
user avatar

Kaden B

Series 65

Bluffton, IN

OneAscent Financial Services LLC

Kaden Bussel is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and two years of industry experience. His work background includes roles at OneAscent Financial Services and Strategence Capital LLC, as well as positions in education and community organizations. Outside of advising, he is the owner of H&K Estates LLC, a business that manages a residential duplex. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides a range of services including discretionary and non-discretionary asset management, financial planning, and outsourcing solutions, utilizing individualized asset-allocation strategies and various overlay and automated management platforms.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
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