Zachary Horner, CFP®️

Assistant Vice President Investment Services at HUB International Great Plains
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Contact Information
us****@****om
(386) 825-5501
Location
Denver, Colorado, United States, US

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
  • Series 63
    FINRA
  • Series 65
    FINRA
  • Series 7
    FINRA

Experience

  • HUB International Insurance - Great Plains
    • United States
    • Insurance
    • 100 - 200 Employee
    • Assistant Vice President Investment Services
      • Aug 2022 - Present

    • Wealth Advisor
      • Dec 2019 - Aug 2022

    • Director of Investment Operations
      • Dec 2014 - Dec 2019

  • Orion
    • United States
    • Financial Services
    • 500 - 600 Employee
    • Trade Desk Manager
      • Mar 2012 - Dec 2014

  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Representative
      • Jan 2010 - Apr 2011

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • Nov 2008 - Jun 2009

Education

  • University of Nebraska at Omaha
    Bachelors of Business Administration, Finance
    2005 - 2009

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