Zakery Holbrook (CRD# 7067598) is an Investment Advisor Representative working at Meeder Advisory Services, Inc. in Dublin, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meeder Investment Management, Inc. | Dublin, OH | Jan 2021 - Current | 3 |
| Nationwide Investment Services Inc. | Columbus, OH | Jan 2019 - Jan 2021 | 2 |
| Nationwide Mutual Insurance | Columbus, OH | Sep 2018 - Jan 2021 | 2 |
| Unemployed | Lewis Center, OH | May 2018 - Sep 2018 | < 1 |
| Ohio University | Athens, OH | Aug 2014 - May 2018 | 3 |
| Dicover Financial Services | New Albany, OH | May 2017 - Aug 2017 | < 1 |
| Lowes | Athens, OH | May 2017 - Jun 2017 | < 1 |
| Medallion Country Club | Westerville, OH | Jul 2009 - Aug 2016 | 7 |
| Nationwide Hotel And Conference Center | Columbus, OH | Mar 2013 - Jan 2015 | 1 |
- OH
-
Total Assets Under Management1,442MILLIONS
-
Total Number of Accounts3,713ACCOUNTS
-
Average Account Value$388,462
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, 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, 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.