Paul Zander, financial advisor Cross Plains WI
88 score

Paul Zander

CRD Number: 6378867
Current Firm: Lpl Financial LLC

Paul Zander (CRD# 6378867) is an Investment Advisor Representative working at Lpl Financial LLC in Cross Plains, WI and has over 2 years of experience in the finance industry.

Similar Advisors
Lisa Andrews, financial advisor Cross Plains WI
Lisa M. Andrews
CRD# 3038887
Perk Planning
Score
103
Similar Advisors
Kathryn Hankard, financial advisor Cross Plains WI
Kathryn S. Hankard
CRD# 5264456
Fiscal Fitness, LLC
Score
103
Similar Advisors
Christopher Rich, financial advisor Cross Plains WI
Christopher D. Rich
CRD# 2369596
Enrich Financial Partners LLC
Score
103
Company Name Location Dates Years
Lpl Cross Plains, WI Nov 2014 - Current 2
State Bank Of Cross Plains Cross Plains, WI Oct 2014 - Current 2
Sandman Music Agency Madison, WI Jan 2014 - Current 2
Bmo Harris Financial Advisors Monona, WI Aug 2014 - Oct 2014 < 1
Bmo Harris Bank Monona, WI Jul 2011 - Oct 2014 3
M&i Bank Monona, WI Apr 2006 - Jul 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Paul W. Zander
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from Paul Zander and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.