Zack Van Zant, CFP

Zack Van Zant, CFP CERTIFIED FINANCIAL PLANNER™ helping individuals and small businesses piece together their financial plan. (CFGS), Member FINRA/SIPC.
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I am a CERTIFIED FINANCIAL PLANNER™ based out of Louisville, KY. I partner with families and small businesses to provide financial planning services. Half of my college career was spent specializing in Family Studies and the other half was in Financial Planning. I started in Family Studies because I wanted to be able to counsel and help guide families through tough times. I later transitioned to s

tudying Financial Planning because it presented an opportunity for me to serve people, develop a personal relationship with them, and to help them reach their goals. After college, I partnered with an independent firm called Financial Solutions based out of Oldham County. Together, with my team, we help people be the best stewards possible with the resources they have. Outside of financial planning, I enjoy basketball, golf, hiking with my wife, and spending time with family in Oldham County and Louisville. My wife and I are members at the East Campus of Sojourn and are members of a community group, as well as serve as small group leaders in the High School ministry. Securities offered through Concourse Financial Group Securities, Inc. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Financial Solutions is independent of CFGS.

Address

309 W Jefferson Street
La Grange, KY
40031

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(502) 225-9900

Website

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About Me

I am a CERTIFIED FINANCIAL PLANNER™ based out of Louisville, KY. I partner with families and small businesses to provide financial planning services. Half of my college career was spent specializing in Family Studies and the other half was in Financial Planning. I started in Family Studies because I wanted to be able to counsel and help guide families through tough times. I later transitioned to studying Financial Planning because it presented an opportunity for me to serve people, develop a personal relationship with them, and to help them reach their goals. After college, I partnered with an independent firm called Financial Solutions based out of Oldham County. Together, with my team, we help people be the best stewards possible with the resources they have. Outside of financial planning, I enjoy basketball, golf, hiking with my wife and spending time with family in Oldham County and Louisville. My wife and I are members at the East Campus of Sojourn and are members of a wonderful community group, as well as serve as small group leaders in the Middle School ministry. Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Legacy Advisory Group is independent of ProEquities Inc. Zack holds series 7 and 66 licenses in IN, KY, and NC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further.