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Adam C. Zuercher, CPA, CFP®

Hixon Zuercher, LLC

Findlay

OH

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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Fsc Securities Corporation 5 months Oct 2002 - Mar 2003
Fsc Securities Corporation 6 months Sep 2002 - Mar 2003
Freedom Financial Solutions, LLC 16 years, 4 months Aug 2002 - Present

Designations & Memberships

  • American Institute of Certified Public Accountants
    Membership
    American Institute of Certified Public Accountants
    The American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Adam Zuercher

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Invest at home or invest abroad?
Miguel, you ask a very good question in light of recent news headlines. If you are a long-term investor, I think Michael, John, and Paul have all make excellent points. I agree with Michael that you should invest both at home and abroad. I agree with John that the emerging international markets (Bra...  (more)
Answered May 2012
Where can I find info on investing in start-up business?
Sayed, I admire your entrepreneurial spirit! I agree with George that you will want to consult a business lawyer before investing any money into a startup. In addition, here is a list of web resources that might help you get started:Inc. Magazine has a collection of articles for those starting a ...  (more)
Answered May 2012
I worked for this company called R.F. PRIME in Rancho Cordova, Ca which had a 401k plan i became disabled and i was total disabled by Social Security Administration what i want to is know how find how if i have money owed to me ow n?
You should contact the HR department at R.F. PRIME to see if you have any disability benefits. They will also be able to help you find answers to any questions you have about your 401k balance....  (more)
Answered May 2012
I have an account with B Braun Medical. I wanted to know if I can control how the money is invested?
Hello Donna! The best way to control how your money is invested is to rollover your funds to an IRA Rollover account. (However, if this account is in a pension you will want to see what your projected benefits are before requesting a rollover to be sure this is your best strategy.) If the account i...  (more)
Answered May 2012
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 20, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Oct 21, 2012
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Oct. 21, 2018
      • $85.0
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 212
        number of clients
      • $0.4
        Estimated Average Account Balance Per Client

    Hixon Zuercher, LLC

    Last updated on Aug. 1, 2017
      • $110.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 679
        Accounts
      • $162.8K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements