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Our financial advice team


Zachary Petty, Associate Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Zachary Petty

Associate Financial Advisor

OsborneKlein
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Business Retirement Plans

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021, 2023
  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation, 2020-2025
  • OsborneKlein, Best and Brightest Companies to Work for in West Michigan, 2017-2025

Professional associations

  • Western Michigan University Alumni Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • South Michigan Food Bank

Interests

  • Spending time with my wife and daughter
  • Golfing with friends and family
  • Michigan Sports