Zachary Kocurek
Investment Adviser Representative at Secure Asset Management, L.L.C.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Kocurek is an investment adviser representative with Secure Asset Management, L.L.C. in Kirkland, WA, where they have been registered since 2023, the year they entered the securities industry. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Washington.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
16 states and territories
Arizona, California, Georgia, Idaho, Massachusetts, Michigan, Montana, Nevada, New York, North Carolina, North Dakota, Oregon, Texas, Utah, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Camp KubenaMay 2018 – Aug 2018Ledbetter, TX
- UnemploymentAug 2018 – May 2019College Station, TX
- Sydney By KayakMay 2019 – Aug 2019Sydney
- Tru by HiltonSep 2019 – Dec 2019Bryan, TX
- Texas A&M UniversityAug 2020 – May 2021College Station, TX
- New Western AcquisitionsOct 2021 – May 2022Bellevue, WA
- Real Estate Transition SolutionMay 2022 – no end date reportedMercer Island, WA
- Fisher Family Farms aka Fisher Animal Care and Training LLCSep 2022 – no end date reportedFall City, WA
- GRSI PropertiesMar 2021 – Jan 2025Dallas, TX
- UnemploymentAug 2015 – Apr 2018Dallas, TX
- UnemploymentJan 2020 – Jul 2020Bryan, TX
- UnemploymentJun 2021 – Sep 2021College Station, TX
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Secure Asset Management, L.L.C.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Third-Party Money Manager Signals - All Assets0.75%
- ERISA 3(21) - Tier 10.90%
- ERISA 3(21) - Tier 20.70%
- ERISA 3(21) - Tier 30.40%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, college savings, and estate planning, with personalized service focused on clients' needs, wants, and financial goals and objectives.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 56
- Offices listed on AdvisorFinder:
- 20
- Main office:
- Troy, MI
- SEC file number:
- 801-113954
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 20, 2026
View full firm profileOther advisors at Secure Asset Management, L.L.C.
Showing 12 of 56 in the directory
Similar advisors in Kirkland, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Kocurek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched