Zac Schoene
Financial Advisor / Partner
Providing advisory services in all 50 states
Zac Schoene is an independent financial advisor, dedicated to helping inform and guide clients toward their financial, investment, and retirement goals.
As a Financial Advisor, Zac offers fee-based asset management and consulting services, providing personalized strategies tailored to each client’s best interests.
Zac's areas of expertise include financial and retirement planning, investment and risk management, tax minimization and legacy planning, educational savings and guaranteed income strategies, group retirement plans (401k, SIMPLE IRA, SEP IRA), as well as cash flow and net worth analysis. He joined Wallstreet Group as an intern in 2012 and became a registered advisor in 2015 after earning a dual major in Financial Planning and Insurance & Risk Management from Missouri State University.
Committed to his community, Zac supports organizations such as Jefferson City Young Professionals, JC START, and the United Way of Central Missouri. He was honored as the "Best Financial Advisor" by Jefferson City News Tribune readers in 2021. With expertise, passion, and integrity, Zac is dedicated to helping clients navigate their path to financial success.
Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.
Wallstreet Group Advisors
1530 Rax Court
Jefferson City, Missouri 65109
*Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC.
**Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Wallstreet Advisors and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).