Jeremy Zickefoose has been an investment adviser representative at WealthCare Asset Management since January 2025, and is not listed among the firm’s executive officers or direct owners. Jeremy Zickefoose studied at Missouri State University.
Wealthcare Asset Management, LLC is a Springfield, MO firm with $211M under management, 603 clients and 5 advisers in one office, as of its April 2026 filing.
Jeremy Zickefoose is Retirement Designer of WealthCare Corporation. He creates customized financial plans addressing retirement, tax, Social Security and income needs, and supports compliance, report generation and client communication. He has been with WealthCare Corporation since joining in 2024, with prior experience as an assistant property manager and business owner.
- – present · 1 yearSpringfield, MO · Adviser representative · Firm CRD 170382
Investment adviser representative registrations
Jeremy Zickefoose is registered as an investment adviser representative in Missouri, since January 2025.
- MissouriSince 2 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7901642
- Firm
- WealthCare Asset Management · CRD 170382
- Office
- 2847 S. INGRAM MILL ROAD, SUITE B102, Springfield, MO 65804
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthcarecorp.com
Where does Jeremy Zickefoose work?
Jeremy Zickefoose is an investment adviser representative registered through Wealthcare Asset Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Zickefoose a financial advisor?
Yes. Jeremy Zickefoose has a current investment-adviser registration in Missouri, through WealthCare Asset Management since January 2025.
How many years of experience does Jeremy Zickefoose have?
Jeremy Zickefoose has 1 year in the financial industry, since January 2025, across 1 adviser firm.
What exams has Jeremy Zickefoose passed?
Jeremy Zickefoose passed the Series 65 in December 2024.
Where is Jeremy Zickefoose based?
Jeremy Zickefoose’s registered office is in Springfield, MO.
Is Jeremy Zickefoose registered with FINRA?
No. Jeremy Zickefoose has no current broker registration.
How can I verify Jeremy Zickefoose’s record?
Search CRD 7901642 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Zickefoose’s full registration record.
