Zachary Altman (CRD# 6635796) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Denver, CO and has over 5 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Denver, CO | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Fortune Financial | Minnetonka, MN | Aug 2018 - Current | 5 |
| Securian Financial Services Inc. | St Paul, MN | Aug 2018 - Aug 2023 | 5 |
| Minnesota Life Insurance Co | St Paul, MN | Aug 2018 - Aug 2023 | 5 |
| Cri Securities | St Paul, MN | Aug 2018 - Oct 2021 | 3 |
| North Star Resource Group | Minneapolis, MN | Jun 2017 - Aug 2018 | 1 |
| University Of Minnesota | Minneapolis, MN | Sep 2014 - May 2018 | 3 |
| North Star Resource Group | Minneapolis, MN | May 2016 - Dec 2016 | < 1 |
| Lunds And Byerly's Food Holding Company | Navarre, MN | Jun 2013 - Aug 2015 | 2 |
| Mound Westonka High School | Mound, MN | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- CO
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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