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Shareholder · Team Financial Strategies

Zachary K. Sheets

CRD 6543152 · Named on Form ADV at one SEC-registered adviser

At a glance

Team Financial Strategies, an SEC-registered wealth manager based in Abilene, TX with $262 million in regulatory assets, lists Zachary K. Sheets on its Form ADV as Shareholder.

Firms and roles

AtlasMembers

Zachary’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Zachary on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zachary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.