Zac Schoene

About Zac Schoene

I started for Wallstreet Group as an intern in 2012. After 3 years on internship and undergrad, I later graduated Missouri State University with a dual major in Finance: 1) Financial Planning & 2) Insurance & Risk Management. I then met the requirements and passed Series 7 & 66 and became a fully registered as a Financial Advisor in 2015. Since I have been managing and growing my Financial Planning and Investment practice at Wallstreet Group Advisors LLC. I strive to help my clients achieve their short and long-term financial, investment and retirement goals. As an independent Financial Advisor and a Fiduciary, I use an array of investment strategies and have the ability to develop financial plans that are in the best interest of my clients. I challenge my clients to continue to learn about their finances, the key to my practice is education. I am very driven and passionate about my craft, my clients are the reason I do my job every day. I am also engaged in various community programs including: Jefferson City Young Professionals (YP), JC START & United Way of Central Missouri. I am also the proud recipient of Jefferson City News Tribune’s “Best Financial Advisor” in Jefferson City as voted by readers in 2021. As a Fiduciary I offer fee based advisory asset management services and fee only consulting services for financial and retirement planning. I specialize in a wide variety of financial planning fields:• Comprehensive Financial & Retirement Planning • Investment Management • Risk Management and Asset Allocation • Tax Planning • Educational Savings Planning • Guaranteed Income Planning- SSN & Pensions • Cash Flow & Net-Worth Analysis• Group Retirement: 401k, SIMPLE IRA, SEP IRA • Risk Management & Estate Protection • Long-term Care Planning

Experience

1. Partner

   Wallstreet Group Advisors

   Jan 2025 — Present · US

Education

• Missouri State University

  Bachelor’s Degree, Dual Major: Finance (Financial Planning) & Risk Management and Insurance

  2010 — 2015