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Zachary P Farmer

Advisor at Kingsview Wealth Management, LLC — Mountain Home, AR

Updated today

Credentials

Series 66

Experience

1 year

Location

Mountain Home, AR 72653

Kingsview Wealth Management, LLC logo

Kingsview Wealth Management, LLC

Multi-team

Total advisors

116

Across 71 offices

Clients per advisor

105 Very High

Avg AUM per client

$703,115 Typical

HNW client ratio

18% Typical

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

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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

See office

Mountain Home, AR

717 South Church St.

Mountain Home AR 72653

Advisors at this office

2

Most active in

Arkansas

Work history

1 year of industry experience

Kingsview Wealth Management

2025 - Present • 1 year

Mountain Home, AR

Kingsview Partners

2025 - Present • 1 year

Grants Pass, OR

Edward Jones

2024 - 2025 • 1 year

Mountain Home, AR

Habitat Hyett

2023 - 2024 • 1 year

Miami Beach, FL

Walmart

2020 - 2023 • 3 years

Mountain Home, AR

Olive Garden

2019 - 2020 • 1 year

North Little Rock, AR

Steve Lander's Toyota

2018 - 2019 • 1 year

Little Rock, AR

United States Marine Corps

2014 - 2018 • 4 years

Camp Lejeune, NC

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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Scott S

Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Scott Sherry is an advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Sherry Group since 2004 and previously worked at Signator Investors, Inc. and OSAIC. Outside of advisory work, he is engaged in farm labor activities. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm serves approximately 203 client households and manages around $130 million in assets, using a tailored approach that combines fundamental, technical, and cyclical analysis to build and monitor discretionary portfolios.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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H. Raymond S

ChFC®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

H. Raymond Sherry is a ChFC® credentialed financial advisor with 44 years of industry experience. He is the owner and advisor at The Sherry Group, Inc., where he has worked since 2007, and has prior experience with OSAIC and Signator Investors, Inc. Outside of his advisory role, he manages a farm where he breeds and sells horses and produces hay. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages about $130 million in client assets across 203 households, emphasizing tailored asset allocation and a blend of fundamental, technical, and cyclical analysis to create individualized portfolios.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Thomas C

CFP®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Thomas Czanstkowski is a CFP® professional with 27 years of industry experience, currently serving at The Sherry Group, Inc. in Mountain Home, Arkansas. He has held roles at Signator Investors, Inc., and is active in community organizations including the Mountain Home Bomber Boosters Foundation and Mountain Home Youth Baseball. Czanstkowski also serves on the boards of several charitable organizations such as the Fellowship of Christian Athletes and Care Center Ministries. 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 customizes portfolios using fundamental, technical, and cyclical analysis and offers fiduciary retirement-plan advice alongside access to third-party model portfolios and insurance products.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Andrew F

Series 63, Series 66

Mountain Home, AR

Kingsview Wealth Management, LLC

Andrew Farmer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Kingsview in 2025, he worked at Edward Jones for over two decades. Outside of his advisory role, he is involved in the Iron Oak Society, a men's group focused on business, financial, fitness, and moral development. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a range of clients including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Stephen F

Series 63, Series 65

Midway, AR

HBW Advisory Services LLC

Stephen Foley is a financial advisor with HBW Advisory Services LLC in Kerrville, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with HBW Advisory Services and HBW Insurance & Financial Services since 2010. Outside of his advisory role, Foley is the sole owner of Guadalupe Investment & Advisory Services, where he handles sales and marketing. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm combines tactical asset allocation, fixed income, and multi-manager diversification using third-party money managers and sub-advisers, and it supports its operations with AI tools for efficiency.

College savings (529s, UTMA, etc.)
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Anthony B

Series 66

Mountain Home, AR

Crews & Associates, inc.

Anthony Brainerd is a financial advisor at Crews & Associates, Inc. with 19 years of industry experience and holds a Series 66 designation. He has been with Crews & Associates since 2012. Outside of advising, he is involved in several community activities, including serving as co-leader of the Arkansas Action Coalition to improve nursing and health care in Arkansas, participating in the Methodist Men of Maumelle nonprofit group, advising the Maumelle Youth Council, and acting as Trustee President of the First United Methodist Church in Maumelle. He also owns and operates a fishing and river guide service on the White River. Crews & Associates provides investment advisory and wrap-fee portfolio services to individuals, trusts, corporations, pension and profit-sharing plans, charitable and governmental entities, and insurance company clients. The firm offers primarily non-discretionary advice using a quantified risk-tolerance process to guide model allocations and rebalancing, and it serves as a fiduciary for advisory accounts.

Wealth management Passive / index investing Active portfolio management
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