Zachery Morgenstern
Investment Adviser Representative at David Vaughan Investments, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachery Morgenstern is an investment adviser representative with David Vaughan Investments, LLC in Peoria, IL, where they have been registered since 2022. They have worked in the securities industry since 2019 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois and Texas.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois, Texas
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.
- Edward JonesFeb 2019 – Nov 2021St Louis, MO
- Augustana CollegeAug 2012 – Apr 2017Rock Island, IL
- Kansas City T-BonesJun 2017 – Sep 2017Kansas City, KS
- Flex-N-Gate Guardian WestAug 2017 – Apr 2018Champaign, IL
- Schaumburg BoomersApr 2018 – May 2018Schaumburg, IL
- Germantown School DistrictOct 2018 – Feb 2019Germantown Hills, IL
- David Vaughan Investments, LLCNov 2021 – no end date reportedPeoria, IL
- UnemployedMay 2018 – Oct 2018Washington, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About David Vaughan Investments, LLC
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
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Peoria, IL
- SEC file number:
- 801-12642
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at David Vaughan Investments, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachery Morgenstern 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.
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