Zachary Karas, financial advisor Chicago IL
93 score

Zachary Karas

CRD Number: 1327719
Current Firm: Retirement Plan Advisors, LLC

Zachary Karas (CRD# 1327719) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Plan Advisors, LLC West Hartford, CT Jan 2010 - Current 6
Cambridge Investment Resesarch, Inc. Fairfield, IA Sep 2009 - Current 7
Hartford Securities Distribution Company, Inc. Atlanta, GA Jan 2009 - Aug 2009 < 1
Hartford Equity Sales Company Inc. Hartford, CT Dec 1984 - Aug 2009 24
Hartford Ins. Group Windsor, CT Nov 1984 - Aug 2009 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Zachary J. Karas
Phone Number: 312-701-1100
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,563
    MILLIONS
  • Total Number of Accounts
    8,732
    ACCOUNTS
  • Average Account Value
    $179,004
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

AL, AR, AZ, CO, CT, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, NE, NH, NJ, NY, OH, OK, PA, TN, TX, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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