Zerkle Financial Services

Zerkle Financial Services, LLC (ZFS) is dedicated to providing independent financial services and planning for individuals of all needs. We specialize in retirement and estate planning for those acknowledging the need for a knowledgeable financial professional in their lives.

Because of a conviction to act in the best interests of each individual client, ZFS is an independent company, also operating through an independently managed broker-dealer for securities, so as to have no particular allegiance to any specific investments, companies, or custodians. ZFS is owned and operated by W. Scott Zerkle, an Investment Advisor Representative and a Registered Representative with Cetera Advisors LLC, Member FINRA/SIPC, an SEC registered Investment Advisor. Scott graduated from Wittenberg University (B.A., 1992), has a law degree (J.D., 1995) from The Ohio State University College of Law, and has a legal background, having practiced law prior to leaving that practice for the financial services industry. Scott, his wife, Shannon, and their children reside in the northwest Columbus suburb of Powell, Ohio. ZFS is fully committed to listening to our clients, helping them understand their options, achieving their financial goals through careful planning, providing highly-personalized service, creating and preserving wealth, and expanding expertise through continuing education. ZFS provides a broad range of services, including financial planning, retirement planning, estate planning, trust planning, IRAs, Roth IRAs, rollovers, income and distribution planning from IRAs, mutual funds, annuities (variable, fixed, and fixed index), money management with independent RIA money management firms, and practical advice for insurance (life, health, disability, and long-term care).