Zachary OmansonCRD Number: 5420728
Current Firm: Wells Fargo Advisors, LLC
Zachary Omanson (CRD# 5420728) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Delray Beach, FL and has over 8 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Tobias Financial Advisors
Castle Wealth Management
|Wells Fargo Advisors, LLC||West Palm Beach, FL||Jun 2014 - Current||2|
|J.p. Morgan Securities LLC||Boynton Beach, FL||Oct 2012 - Jun 2014||1|
|Jpmorgan Chase Bank||Boynton Beach, FL||Jun 2011 - Jun 2014||3|
|Chase Investment Services Corp.||Boynton Beach, FL||Jul 2011 - Oct 2012||1|
|Paramount Printing||Delray Beach, FL||Sep 2010 - Aug 2012||1|
|Home Depot||Olathe, KS||Mar 2011 - Jun 2011||< 1|
|Boulder Investment Group||Overland Park, KS||Jan 2011 - Feb 2011||< 1|
|Boulder Wealth Management||Overland Park, KS||Jul 2010 - Feb 2011||< 1|
|Lpl Financial||Overland Park, KS||Mar 2010 - Feb 2011||< 1|
|Paramount Financial||Overland Park, KS||Mar 2010 - Feb 2011||< 1|
|Investment Advisors International||Greenwood Village, CO||Dec 2008 - Mar 2010||1|
|World Group Securities, Inc.||Greenwood Village, CO||Sep 2007 - Mar 2010||2|
|World Financial Group||Greenwood Village, CO||Aug 2007 - Mar 2010||2|
|Citicards||Lousiville, KY||Nov 2007 - Nov 2008||1|
|Innergy Lending||Louisville, KY||Apr 2008 - Jun 2008||< 1|
|Independent Contractor/beacon Transport Logistics||Fisherville, KY||Jan 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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