Zachary Weisenberger
CRD Number: 6468561Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Zachary Weisenberger (CRD# 6468561) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eau Claire, WI and has over 8 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eau Claire, WI | Dec 2022 - Current | 1 |
Bank Of America, N.a. | Eau Claire, WI | Dec 2022 - Current | 1 |
Raymond James Financial Services Advisors, Inc. | Eau Claire, WI | Feb 2021 - Dec 2022 | 1 |
Raymond James Financial Services, Inc. | Eau Claire, WI | Feb 2021 - Dec 2022 | 1 |
Bremer Bank | Eau Claire, WI | Feb 2021 - Dec 2022 | 1 |
Bremer Investments | Eau Claire, WI | Feb 2021 - Dec 2022 | 1 |
Bank Of America/merrill Lynch | Eau Claire, WI | Mar 2018 - Feb 2021 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eau Claire, WI | Mar 2015 - Feb 2018 | 2 |
Accent Finishing, LLC | Eau Claire, WI | Dec 2010 - Feb 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- TX
- WI
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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