Zachary Klemer, financial advisor Duluth MN

Zachary Klemer

CRD Number: 6878832
Current Firm: Wells Fargo Clearing Services, LLC

Zachary Klemer (CRD# 6878832) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Duluth, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Duluth, MN Jan 2019 - Current 1
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
Vista Fleet Duluth, MN Apr 2016 - Oct 2017 1
Kenai Fjords Tours Seward, AK May 2014 - Aug 2017 3
Hy-vee Fariabult, MN Feb 2009 - Dec 2013 4
Rust Consulting Inc. Faribault, MN Jun 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
Contact Info for Zachary T. Klemer
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
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)
  • 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, 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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