Zachary Schnitzler, CEPA, CLCS

Insurance Specialist

Zachary Schnitzler

It is an honor to be a key member of many business owners' round table of advisors, assisting them in all stages of their business life. My goal is to provide exceptional knowledge and expertise by offering unique insurance solutions, processes and resources.

OVERVIEW

Zach Schnitzler specializes in insurance planning, employee retention solutions, planning for the purchase or sale of a business, succession planning and estate planning.

Zach brings a consultative approach that helps clients clearly identify goals to arrive at solutions. Planning is very specialized to business owners and high net worth individuals. Zach's interactions with them every day have brought deep understanding of needs that can be significantly complex.

Outside of work, Zach enjoys spending time with his wife, Taylor, two children, Soren and Sam, and their dog , Zodi. You'll find his family doing many things the outdoors has to offer: golf, swimming at the pool and going for long walks.

QUALIFICATIONS

Designations/Licensures

  • Financial Industry Regulatory Authority (FINRA) Series 6 & Securities Agent State Series 63
  • Non-qualified Plan Advisor
  • Certified Exit Planning Advisor (CEPA)
  • Commercial Lines Coverage Specialist

Education

  • Bachelor of Arts, Economics/Finance – Concordia College, Moorhead, MN

KNOWLEDGE

Client Work

  • Provides leadership to business owners to drive value maximization through multiple different strategies.
  • Partners with the Eide Bailly Business Valuation team to lead the complimentary buy-sell review process offered by the firm.
  • In conjunction with a round table of attorneys, accountants and financial advisors, has led the insurance protection discussion for large estate plans.
  • Is a leader in the accelerated insurance underwriting movement, allowing for simple underwriting process that can take days instead of months.

COMMUNITY

Community Involvement

  • Oxbow Country Club, Membership Committee
  • The Village Family Service Center, Volunteer
  • Jeremiah Program Fargo-Moorhead, Volunteer

Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC and Eide Bailly Agency, LLC which operate under Eide Bailly LLP. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. Insurance products are offered or issued via Eide Bailly Agency, LLC. Not all products and services are available in all states. Eide Bailly Financial Advisors can also be licensed as insurance agents/producers of Eide Bailly Agency.

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