Zach MeulemansCRD Number: 6222462
Current Firm: Savant Wealth Management
Zach Meulemans (CRD# 6222462) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 8 years of experience in the finance industry. Zach Meulemans 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.
Mckinley Money, LLC
Baker Tilly Wealth Management, LLC
Ameriprise Financial Services, LLC
|Savant Wealth Management||Rockford, IL||Dec 2021 - Current||< 1|
|Filbrandt Investment Advisers||Middleton, WI||Apr 2015 - Dec 2021||6|
|The Prudential Insurance Company Of America||Wauwatosa, WI||Jul 2013 - Jan 2015||1|
|Pruco Securities LLC||Wauwatosa, WI||Jul 2013 - Jan 2015||1|
|Student||Ripon, WI||Aug 2012 - Jul 2013||< 1|
|Ariens||Brillion, WI||Jun 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
|S63||Uniform Securities State Law Examination||Aug 2013|
Total Assets Under Management10,789MILLIONS
Total Number of Accounts7,256ACCOUNTS
Average Account Value$1,486,875
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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