Exceptional Local Service

The genuine care of our clients is our highest mission. Our clients will enjoy a warm and welcoming experience from our knowledgeable team providing accurate, professional and friendly service.

gs-wm-state-logo-transparent

Zach Payne, CRPS®

LPL Financial Advisor
  • Wealth Management
Office Phone: (319) 358-5632
Cell Phone: (319) 383-6936
500 Iowa Avenue, Iowa City, IA 52240

Zachary Payne is an LPL Financial Advisor for GreenState Wealth Management.

Prior to joining GreenState Wealth Management, Mr. Payne worked at Edward Jones Investments, where he was also a Financial Advisor. Before changing careers and becoming a Financial Planner, Mr. Payne worked in journalism as a radio show host for ESPN Radio in Louisiana. He reported daily on the New Orleans Saints, New Orleans Hornets and the LSU Tigers. Including covering the Saints all the way to their Super Bowl victory.

Mr. Payne earned a Bachelor of Science in Leadership and Theological Studies from Johnson University in Knoxville, TN.

He resides in Tiffin, IA with his wife Chelsea who is “the best nurse in world.” (His words)

In 2021, Zach received his Chartered Retirement Plans Specialist (CRPS®) designation. Specialties: Leadership, Relationship management, Financial planning, Asset management, Mutual fund methodology, Wealth management, Market strategy, and Market trend analysis, Wealth protection strategies, Insurance and communication.

Zach currently holds FINRA Series 7 and 66 registrations held through L

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. Securities and insurance offered through LPL or its affiliates are:

GreenState Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

Pages within