Broker Check

(515) 273-5120

Zach Lussman

Zach Lussman

Senior Associate, Investment Advisor Representative

(515) 273-5120 x112

(515) 273-5128

zlussman@securitiesmail.com

Zach Lussman is an Investment Adviser Representative offering securities and advisory services through Lincoln Financial Securities. He is a member of the Des Moines Association of Insurance and Financial Advisors. Zach presents informational workshops to the community on a regular basis with topics including professional money management, investment planning, estate planning and longterm care planning. Mr. Lussman strives to meet the needs of individuals and businesses

Services Offered:

  • Investment and Retirement Strategies*
  • Estate Conservation Strategies*
  • Financial Planning and Analysis*
  • Retirement Income Distribution Planning*
  • Portfolio Management*
  • Pension Distribution Strategies
  • Social Security Timing Strategies

 

  • Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Individual & Group Health Insurance
  • Investment & Retirement Planning*
    401(k), Profit Sharing, and IRA/TSA Rollovers*

BIO
Zach grew up in Fonda, Iowa. He attended the University of Northern Iowa. Zach graduated from UNI and obtained a Bachelor of Arts in Finance, specializing in Investments, as well as a bachelor’s degree in Real Estate. He also participated in the Entrepreneurship program at UNI to receive his Certificate in Entrepreneurship. Zach and his wife, Sarah, have one daughter and currently reside in West Des Moines. Zach enjoys traveling, playing league volleyball, golf and working on home projects.