Zachary WahlCRD Number: 5471976
Current Firm: Edward Jones
Zachary Wahl (CRD# 5471976) is an Investment Advisor Representative working at Edward Jones in Marshalltown, IA and has over 9 years of experience in the finance industry.
Investment Centers Of America, Inc.
Northwestern Mutual Investment Services,llc
Wells Fargo Advisors, LLC
|Edward Jones||St Louis, MO||Dec 2007 - Current||9|
|United Rentals||Cathedral City, CA||Jun 2007 - Dec 2007||< 1|
|Mcatee Tire||Rockwell City, IA||May 1995 - Jun 2007||12|
|Briar Cliff University||Sioux City, IA||Aug 2003 - May 2007||3|
|Square Tire||Sioux City, IA||Sep 2006 - Mar 2007||< 1|
|Goodyear Tire & Rubber Company||Akron, OH||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.