Zachary Bohannon

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About Zachary Bohannon

Zach is a dedicated financial advisor with Prudential Advisors, proudly serving the Paducah, Kentucky and the surrounding area. With a passion for helping individuals and families secure their financial futures, Zachary brings brokerage expertise and a client-focused approach to his practice. Holding the Accredited Wealth Management Advisor (AWMA^®) designation, he specializes in crafting personalized strategies that encompass investment planning, retirement solutions, and wealth preservation, working to help clients achieve their unique goals.

Born a Paducah native, Zachary is deeply committed to the growth and vitality of his community. He resides in the area with his wife and three children, whom he considers his greatest inspiration. His love for Paducah drives his dedication to empowering its residents with the financial tools and knowledge needed to thrive, especially for the benefit of the next generation, including his own kids. Zachary believes that a strong community begins with financially confident families, and he works tirelessly to make that vision a reality.

Outside of his professional life, Zachary enjoys spending quality time with his family, exploring Paducah's rich culture, theater, and contributing to local initiatives that uplift the area. Clients value his approachable demeanor, integrity, and unwavering commitment to their success. Connect with Zachary at Prudential Advisors to start building your financial legacy today.

See Disclosures

General Information

CRD#

6936985

Firm CRD#

8733

Insurance License#

19046368

Name of Broker/Dealer

LPL Enterprise

States Licensed in

KY, IL

Work Experience

Prudential Advisors: Financial Advisor
Current Role

Fidelity Investments: Service Solutions Group
Jan 2022 - Feb 2025

Wells Fargo Advisors: Associate Financial Advisor
Aug 2019 - Jan 2022

Northwestern Mutual: Financial Representative
Jul 2018 - Aug 2019

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AWMA^®

Securities Licenses

Series 7, Series 6, Series 9, Series 10, Series 63, Series 65

Insurance and Annuity Licenses

Health, Life, Variable Annuity, Variable Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Commissions

Education

Master of Science - Organizational Communication

Murray State University
08/01/2012 -05/15/2014

Disclosures

Form ADV 2A: LPL Enterprises Firm Disclosure.
Web: https://www.lpl.com/disclosures/lpl-financial-firm-brochure-and-program-forms-for-advisory-services.html
PDF: https://www.lpl.com/content/dam/edam/format/disclosure/A58.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892857/paladinregistry-Prudential-Advisors-detailed-disclosure.html

Disclaimer

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Paladin Advisors

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Paladin Research Report For:

Prudential Advisors