Zachary Hagen (CRD# 4536481) is an Investment Advisor Representative working at Zh Wealth Management, LLC in Healdsburg, CA and has over 21 years of experience in the finance industry. Zachary Hagen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2087674
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zh Wealth Management, LLC | Healdsburg, CA | Jul 2014 - Current | 9 |
| Zh Wealth Management, LLC | Healdsburg, CA | Jan 2010 - Current | 14 |
| Buckingham Asset Management, LLC | Clayton, MO | Aug 2015 - Jun 2016 | < 1 |
| Southwest Dealer Services, Inc. | Irvine, CA | Jul 2004 - Mar 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
- CA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$182,914
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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