Zachary Klemer (CRD# 6878832) is an Investment Advisor Representative working at Lpl Financial LLC in Faribault, MN and has over 5 years of experience in the finance industry.
CRD# 2773901
Edward Jones
CRD# 5679688
Osaic Wealth, Inc.
CRD# 4702538
Thrivent Investment Management Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Faribault, MN | Jul 2021 - Current | 2 |
State Bank Of Faribault | Faribault, MN | Jul 2021 - Current | 2 |
Wells Fargo Clearing Services, LLC | Duluth, MN | Jan 2019 - Jul 2021 | 2 |
Vista Fleet | Duluth, MN | Apr 2016 - Jul 2019 | 3 |
Thrivent Financial | Appleton, WI | Mar 2018 - Nov 2018 | < 1 |
Thrivent Investment Management Inc. | Duluth, MN | Feb 2018 - Nov 2018 | < 1 |
Student | Duluth, MN | Jan 2008 - Dec 2017 | 9 |
Kenai Fjords Tours | Seward, AK | May 2014 - Aug 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2018 |
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MN
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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