Zane Fowler
Licensed Servicing Advisor at McAdams Group, LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Series 66 (NASAA Uniform Combined State Law Examination)
FINRADec, 2021- Sep, 2024 -
Series 7 (General Securities Representative examination)
FINRANov, 2021- Sep, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
National Insurance Producer RegistrySep, 2021- Sep, 2024
Experience
-
McAdams Group, LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Licensed Servicing Advisor
-
Jul 2023 - Present
Specializing in assisting clients with income investing, estate planning, protecting assets, planning for IRA-required minimum distributions, and optimizing Social Security benefits. Serve clients by educating them about avoiding common financial mistakes that can negatively impact retirement plans, such as not allocating assets efficiently, poor tax planning, and lacking emergency healthcare plans. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group, LLC and Sound Income Strategies, LLC are not associated entities. McAdams Group, LLC is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies LLC are associated entities. www.sec.gov Show less
-
-
-
Financial Education and Retirement Institute, Inc.
-
United States
-
Motor Vehicle Manufacturing
-
Board Member/Instructor
-
Dec 2021 - Present
Financial Education and Retirement Institute: As founders of the Financial Education and Retirement Institute, it is our strong belief that the majority of our citizens need a tremendous amount of financial education to increase financial literacy in all areas of life. Statistics in numerous research papers, books, and government agencies such as the Federal Reserve, Fannie Mae, and numerous universities, continue to point out that Americans in the past have not saved enough for retirement, have withdrawn from their retirement plans prematurely, have borrowed from their retirement plans, and have ceased contributions to their retirement plans. Further, many citizens need basic education with saving money, management of bills and credit card debt, creating a monthly household and operating budget, how to better plan for tax management, risk management such as insurances and financial protection and health care, estate planning, and the large potential risks of long term care needs. We are a not for profit that utilizes financial professionals to provide education for dozens of important financial topics. These are the same educators that are under contract to teach financial literacy for major universities and this is 100% education. These instructors and financial professionals blend textbook material with real world experience to provide quality education in the community. Since this is education, these instructors will not discuss specific investments, products, companies, or contracts, and personal or private information can never be discussed in class. Show less
-
-
-
Radian Partners LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Investment Advisor
-
Sep 2021 - Jul 2023
Radian Partners, LLC, is an independent full service financial firm that is not owned by any wall street conglomerate or insurance company. We are industry professionals that educate clients, industry peers and students in areas of retirement planning, tax reduction, alternative investments, and investment risk management. The firm incorporates advanced tax planning techniques to help minimize income and estate taxes and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth transfer. Other concentrations include executive deferred compensation, 1031-exchanges, and employee benefit programs. Radian Partners is committed to increasing financial literacy; to that end, the advisors teach at institutions of higher learning, including The University of Tennessee Martin, CBU, and others. DISCLOSURE INFORMATION: We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. Securities offered through Lion Street Financial, LLC (LSF), member FINRA and SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Radian Partners, LLC IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 901-202-3909. FINRA: www.finra.org SIPC: www.sipc.org Show less
-
-
-
United States Air Force
-
United States
-
Defense and Space Manufacturing
-
700 & Above Employee
-
Auditor
-
Jun 2019 - Sep 2021
This role consisted of the opportunity to consult for many different program leaders responsible for a variety of activities such as childcare, mental health, aerial delivery programs, etc. He produced reports for these leaders that helped establish consistent processes that would improve efficiency and reduce unnecessary costs. This role consisted of the opportunity to consult for many different program leaders responsible for a variety of activities such as childcare, mental health, aerial delivery programs, etc. He produced reports for these leaders that helped establish consistent processes that would improve efficiency and reduce unnecessary costs.
-
-
Education
-
Harding University
Bachelor of Business Administration - BBA, Accounting
Community
