David Zack, financial advisor Bloomington MN
96 score

David Zack

CRD Number: 3053995
Current Firm: Cetera Advisor Networks LLC

David Zack (CRD# 3053995) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Bloomington, MN and has over 18 years of experience in the finance industry. David Zack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Advisornet Wealth Management Minneapolis, MN Aug 2012 - Current 4
Financial Network Minneapolis, MN Jul 2009 - Dec 2012 3
National Planning Corporation Burnsville, MI Feb 2008 - Jul 2009 1
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Jan 2000
Contact Info for David M. Zack
Phone Number: 310-326-3100
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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