Gary Zoller has been an investment adviser representative at Apple Tree Asset Management since December 2023, and is not listed among the firm’s executive officers or direct owners.
Apple Tree Asset Management, LLC is a Fort Wayne, IN firm with $152M under management, 780 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Gary Zoller’s longest registration was 13 years at Meert/ Zoller Financial Group (2010–2023). Before joining Apple Tree Asset Management in 2023, Gary Zoller was registered through Meert/ Zoller Financial Group and SSN Advisory, Inc.
- – present · 2 yearsFort Wayne, IN · Adviser representative · Firm CRD 298437
- Meert/ Zoller Financial Group– · 13 yearsHamilton, IN · Adviser representative · Firm CRD 152627
- SSN Advisory, Inc.– · 2 yearsAuburn, IN · Adviser representative · Firm CRD 126090
- Cambridge Investment Research Advisors, Inc.– · 2 yearsAuburn, IN · Adviser representative · Firm CRD 134139
- Cambridge Investment Reserarch, Inc.– · 2 yearsAuburn, IN · Adviser representative · Firm CRD 39543
- A. G. Edwards & Sons, Inc.– · 1 yearAuburn, IN · Adviser representative · Firm CRD 4
Investment adviser representative registrations
Gary Zoller is registered as an investment adviser representative in Indiana, since December 2023.
- IndianaSince 14 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 6 May 2003 |
| Series 66 | Uniform Combined State Law Examination | 20 February 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 December 2000 |
| Series 7 | General Securities Representative Examination | 6 December 2000 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gary Robert Zoller
- CRD
- 4287055
- Firm
- Apple Tree Asset Management · CRD 298437
- Office
- 4321 FLAGSTAFF COVE, Fort Wayne, IN 46815
- Registration
- Investment adviser registration
- In the industry since
- May 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Gary Zoller work?
Gary Zoller is an investment adviser representative registered through Apple Tree Asset Management, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Gary Zoller a financial advisor?
Yes. Gary Zoller has a current investment-adviser registration in Indiana, through Apple Tree Asset Management since December 2023.
How many years of experience does Gary Zoller have?
Gary Zoller has 25 years in the financial industry, since May 2001, across 6 adviser firms.
What exams has Gary Zoller passed?
Gary Zoller has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 24. The earliest, the Series 7, was passed in December 2000.
Where did Gary Zoller work before Apple Tree Asset Management?
Before Apple Tree Asset Management, Gary Zoller was registered through SSN Advisory, Inc., June 2007 to February 2010; Cambridge Investment Research Advisors, Inc., March 2005 to June 2007; Cambridge Investment Reserarch, Inc., July 2002 to March 2005; A. G. Edwards & Sons, Inc., June 2001 to August 2002.
Where is Gary Zoller based?
Gary Zoller’s registered office is in Fort Wayne, IN.
Is Gary Zoller registered with FINRA?
No. Gary Zoller has no current broker registration.
How can I verify Gary Zoller’s record?
Search CRD 4287055 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Zoller’s full registration record.