Zachary Panek has been an investment adviser representative at Greater Midwest Financial Group since April 2026, and is not listed among the firm’s executive officers or direct owners.
Greater Midwest Financial Group, LLC is a Saint Paul, MN firm with $589M under management, 699 clients and 3 advisers in one office, as of its August 2026 filing.
- – present · under a yearSaint Paul, MN · Adviser representative · Firm CRD 324387
Investment adviser representative registrations
Zachary Panek is registered as an investment adviser representative in Minnesota, since April 2026.
- MinnesotaSince 24 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 April 2026 |
| SIE | Securities Industry Essentials Examination | 21 January 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Zachary Thomas Panek
- CRD
- 7140691
- Firm
- Greater Midwest Financial Group · CRD 324387
- Office
- 3222 RICE ST., Saint Paul, MN 55126
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Panek work?
Zachary Panek is an investment adviser representative registered through Greater Midwest Financial Group, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Panek a financial advisor?
Yes. Zachary Panek has a current investment-adviser registration in Minnesota, through Greater Midwest Financial Group since April 2026.
How many years of experience does Zachary Panek have?
Zachary Panek has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Zachary Panek passed?
Zachary Panek has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in January 2023.
Where is Zachary Panek based?
Zachary Panek’s registered office is in Saint Paul, MN.
Is Zachary Panek registered with FINRA?
No. Zachary Panek has no current broker registration.
How can I verify Zachary Panek’s record?
Search CRD 7140691 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Panek’s full registration record.
