Locations
Become a Member
Zack Toelle, Wealth Advisor

Zack Toelle

LPL Wealth Advisor

904.371.8074
Zachary.Toelle@commfirst-lpl.com
CFS 2021 Silver Pacesetter Award Recipient**
CFS 2022 Bronze Pacesetter Award Recipient**
CFS 2023 Silver Pacesetter Award Recipient**

You can schedule a complimentary financial review to speak with Zack at these branch locations:

Originally from Lakeland, Florida, Zack joined the Community First team of CFS* Financial Advisors and plans to stay "for a very long time."

Zack is registered to sell securities in the states of FL, GA, MI, SC, NV and UT. He is insurance licensed in FL. Zack is qualified to help you invest your assets with careful consideration.

Zack focuses on building members a financial plan that encompasses all areas of their life, especially with regard to retirement. In addition to state retirement options "DROP," Zack works one-on-one with business owners to set up and implement new plans and to monitor existing plans.

Married with three children (four if you count the dog!), Zack has a passion for Ford Mustangs and Drag Racing. But where personal growth is concerned, Zack espouses a conviction of the late President Ronald Reagan: "There are no limits to growth, because there are no limits on human intelligence, imagination and wonder."

Check the background of this investment professional on FINRA's BrokerCheck.

Complete the form below to contact Zack Toelle today!

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. Community First Credit Union and Community First Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community First Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Credit Union or Community First Investment Services Securities and insurance offered through LPL or its affiliates are:
NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY NOT CREDIT UNION GUARANTEED NOT CREDIT UNION  DEPOSITS OR OBLIGATIONS MAY LOSE VALUE
 

Your 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.