Zachary Lauck, financial advisor Lima OH
90 score

Zachary Lauck

CRD Number: 6010424
Current Firm: Edward Jones

Zachary Lauck (CRD# 6010424) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2012 - Current 4
Bluffton University Bluffton, OH Aug 2009 - Dec 2011 2
Bluffton University Bluffton, OH Aug 2008 - Dec 2011 3
American Trim Lima, OH May 2011 - Aug 2011 < 1
American Trim Lima, OH Jun 2010 - Aug 2010 < 1
Wendy's Wapakoneta, OH Jun 2006 - Jun 2008 2
Wapakoneta City Schools Wapakoneta, OH Aug 1995 - May 2008 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Zachary C. Lauck
Phone Number: 314-515-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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