Zachary Piotrowski (CRD# 6313840) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Battle Creek, MI and has 1 year of experience in the finance industry.
CRD# 6438697
Thrivent Investment Management Inc.
CRD# 2314415
Ameriprise Financial Services, LLC
CRD# 1741636
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Battle Creek, MI | Jan 2024 - Current | < 1 |
| State Farm Insurance | Battle Creek, MI | Jan 2024 - Current | < 1 |
| State Farm Vp Management Corp. | Battle Creek, MI | Jun 2023 - Current | < 1 |
| Chase Anthes Insurance Agency | Battle Creek, MI | Oct 2018 - Jan 2024 | 5 |
| State Farm Vp Management Corp | Battle Creek, MI | Aug 2021 - Nov 2022 | 1 |
| Randy Gorham Insurance Agency | Battle Creek, MI | Jun 2018 - Oct 2018 | < 1 |
| Ernie Lahusky Insurance Agency | Battle Creek, MI | May 2015 - Jun 2018 | 3 |
| Lisa Sands Insurance Agency | Marshall, MI | Jun 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2023 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.