user avatar

Zachary Farmer

Advisor at Kingsview Wealth Management, LLC

Updated today

Location

Mountain Home, AR 72653

Credentials

Series 66

Industry experience

1 year

About

Zachary Farmer is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Habitat Hyett. Prior to his financial services career, he served four years in the United States Marine Corps. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Client services

Based on Kingsview Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kingsview Wealth Management, LLC

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies

Occupation focus

Based on Kingsview Wealth Management, LLC

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees for financial planning and accounting fees up to $15.00 per quarter or $5.00 per month per account

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually

Commissions

Commission from insurance products and futures trading if IARs are licensed; commissions vary

Project-based

Hourly financial planning fees charged, specific rates not stated

Other

Account minimum: $25,000 Minimum fee: Accounting fee of up to $15.00 per quarter or $5.00 per month per account Fee-only: Financial planning fees starting at $0, negotiable; ongoing consulting fees $500 to $12,500 per quarter, negotiable

Location

717 South Church St.

Mountain Home, AR 72653

Most active in

Arkansas

Work history

Kingsview Wealth Management

2025 - Present (1 year)

Kingsview Partners

2025 - Present (1 year)

Edward Jones

2024 - 2025 (1 year)

Habitat Hyett

2023 - 2024 (1 year)

Walmart

2020 - 2023 (3 years)

Olive Garden

2019 - 2020 (1 year)

Steve Lander's Toyota

2018 - 2019 (1 year)

United States Marine Corps

2014 - 2018 (4 years)

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

Scott S

Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Scott Sherry is an advisor at The Sherry Group, Inc. in Mountain Home, Arkansas, with 21 years of industry experience. He has held roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. in addition to his long tenure at The Sherry Group. Outside of his advisory work, he is also a licensed life insurance agent and performs farm labor activities. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm emphasizes tailored asset allocation using a combination of fundamental, technical, and cyclical analysis, and offers discretionary portfolio management alongside access to third-party model portfolios and insurance products.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
user avatar

H. Raymond S

ChFC®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

H. Raymond Sherry is a financial advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of advising, he manages a farm where he breeds and sells horses. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm utilizes a tailored asset allocation approach combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and access to third-party model portfolios and insurance and brokerage products.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
user avatar

Thomas C

CFP®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Thomas Czanstkowski is a CFP® professional with 27 years of experience in financial advising. He has worked with The Sherry Group, Inc. since 2007 and previously held roles at Transamerica Financial Advisors and Signator Investors. He serves on the boards of several local nonprofit organizations, including the Mountain Home Bomber Boosters Foundation and Care Center Ministries. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, and retirement plans, managing approximately $130 million in client assets. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary account management.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
user avatar

Anthony B

Series 66

Mountain Home, AR

Crews & Associates, inc.

Anthony Brainerd is a financial advisor at Crews & Associates, Inc. in Maumelle, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has been with Crews & Associates since 2012. Outside of his advisory role, Brainerd is active in community organizations, serving as co-leader of the Arkansas Action Coalition focused on nursing and healthcare improvement, a trustee president of First United Methodist Church in Maumelle, and owner of a fishing guide service on the White River. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutional investors. The firm employs a multi-disciplinary investment process and supports clients through a team of about 16 advisors managing approximately $149.4 million in assets on a non-discretionary basis.

Wealth management Passive / index investing
user avatar

Anthony B

Series 63, Series 65

Norfork, AR

Alexander Capital Wealth Management LLC

Anthony Brasuell is a financial advisor at Alexander Capital Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alexander Capital Wealth Management since 2017, following 18 years at Edi Financial, Inc. Brasuell is the sole owner of Brasuell Financial Services, a non-investment-related business. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and utilizes both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Thomas L

Series 63, Series 66

Cotter, AR

Empower Advisory Group

Thomas Legendre is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency. He has been involved with the Avoca Duck Club since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")