Zakary Fresh (CRD# 7310565) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 3 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
Company Name | Location | Dates | Years |
---|---|---|---|
First Citizens Investor Services | Raleigh, NC | Dec 2023 - Current | < 1 |
Svb Investment Services Inc. | Cottonwood Heights, UT | Aug 2022 - Current | 1 |
Svb Wealth LLC | Cottonwood Heights, UT | Aug 2022 - Current | 1 |
Silicon Valley Bank | Cottonwood Heights, UT | Aug 2022 - Mar 2023 | < 1 |
Fidelity Investments | American Fork, UT | Oct 2020 - Aug 2022 | 1 |
University Of Utah Health | Salt Lake City, UT | Sep 2018 - Oct 2020 | 2 |
University Of Utah | Salt Lake City, UT | Aug 2018 - May 2020 | 1 |
A Plus Printing And Design | Murray, UT | Jun 2018 - Aug 2018 | < 1 |
West Valley Family Fitness Center | West Valley City, UT | Oct 2015 - Jun 2018 | 2 |
Cyprus High School | Magna, UT | Aug 2015 - Jun 2018 | 2 |
Brockbank Junior High School | Magna, UT | Aug 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2021 |
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- UT
-
Total Assets Under Management6,630MILLIONS
-
Total Number of Accounts4,835ACCOUNTS
-
Average Account Value$1,371,286
- 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, 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.