Zach Schroer Email & Phone Number
Financial Advisor Vice President at Elements Wealth Management @ Elements Financial
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Zach Schroer Location
- Indianapolis, IN, US
Zach Schroer Work
- Financial Advisor Vice President at Elements Wealth Management @ (November 2015 - Present)
- Board Member @ (January 2019 - July 2026)
- Industry Arbitrator @ (November 2006 - July 2026)
- Retirement Plan Investment Committee Member and Lead Fiduciary Consultant @ Ameriana Bank (December 2009 - November 2015)
- Vice President @ Ameriana Financial Services (October 2009 - November 2015)
- Board Member of Ameriana Financial Services @ Ameriana Bank (October 2009 - November 2015)
- Advisory Board Member @ Dads Inc. (March 2008 - January 2013)
- Owner @ SOVA Private Wealth (March 2008 - October 2009)
- Financial Advisor @ Raymond James & Associates (February 2004 - April 2008)
- IC @ Strong Capital management (January 2002 - January 2003)
- Investment Consultant @ (January 2000 - January 2001)
- Advisor @ (January 2000 - January 2001)
Zach Schroer Education
- Purdue Global
Masters in Finance (Personal Financial Planning)
2024-2026 - Ball State University
Organizational Communication (Communication)
1993-1998 - Columbus east High School
No (College/University Preparatory and Advanced High School/Secondary Diploma Program)
1989-1993 - College for Financial Planning
Chartered Retirement Plan Specialist
- FI360
Accredited Investment Fiduciary
Zach Schroer Skills
- Expert in Buying and Selling of Wealth Practices
- Accredited Investment Fiduciary
- Defined Contribution and Defined Benefit Specialist
- Investments
- Retirement
- Defined Benefit
- 401k
- Pensions
- Qualified Retirment Plan Benchmarking
- Retirement Planning
- Securities
- Financial Advisory
- Finance
- Insurance
- FINRA
- Loans
- Series 7
- Mutual Funds
- Series 63
- Investment Advisory
- Wealth Management
- Management
- Asset Allocation
- Portfolio Management
- Wealth
- Financial Services
- Banking
- Financial Planning
- Financial Analysis
- Asset Management
- Risk Management
- Alternative Investments
- Strategic Planning
- Customer Service
- Investment Strategies
- Equities
- Leadership
- Small Business
- Estate Planning
Zach Schroer Summary
- Zach Schroer, based in Indianapolis, IN, US, is currently a Financial Advisor Vice President at Elements Wealth Management at Elements Financial. Zach Schroer brings experience from previous roles at Hancock County Public Library, *, Ameriana Bank and Ameriana Financial Services. Zach Schroer holds a 2024 - 2026 Masters in Finance in Personal Financial Planning @ Purdue Global. With a robust skill set that includes Expert in Buying and Selling of Wealth Practices, Accredited Investment Fiduciary, Defined Contribution and Defined Benefit Specialist, Investments, Retirement and more. Zach Schroer has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Zach Schroer?
Find contact details for 700 million professionals.
Top Elements Financial Employees
Scott Rouse
VP Technology Operations and Security
Lebanon, IN, US
Tom Dooley
VP Commercial Banking
Westfield, IN, US
John Huesing
Chief Executive Officer
Indianapolis, IN, US
Todd Shickel
Vice President of Business Development
Indianapolis, IN, US
Dereck Stinson
VP Private Client Officer
Indianapolis, IN, US
Dawn Bruce
Vice President Residential and Consumer Lending Operations
Greenwood, IN, US
Emily Wolfington
Chief People Officer
Indianapolis, IN, US
Zach Schroer
Financial Advisor Vice President at Elements Wealth Management
Indianapolis, IN, US
Abbey Askew
Vice President of Strategic Growth
Indianapolis, IN, US
Amanda Denney
Vice President of Corporate Social Responsibility
East Lansing, MI, US
Andee Kettlebar
Chief Growth Officer
Westfield, IN, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co