Zachary Wiges (CRD# 1357523) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlantic, IA and has over 38 years of experience in the finance industry.
CRD# 873728
Cambridge Investment Research Advisors, Inc.
CRD# 5617707
Edward Jones
CRD# 6308042
Callahan Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Sioux City, IA | Mar 2020 - Current | 4 |
| American Express Financial Advisors Inc. | Sioux City, IA | Aug 1985 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
- IA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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