Zachary Fenlason (CRD# 7251436) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Missoula, MT and has over 3 years of experience in the finance industry.
CRD# 4311023
Osaic Wealth, Inc.
CRD# 2588017
Osaic Wealth, Inc.
CRD# 1549284
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Oct 2020 - Current | 3 |
| Thrivent Investment Management Inc. | Missoula, MT | May 2020 - Current | 4 |
| Thrivent Financial | Appleton, WI | Jun 2020 - Oct 2020 | < 1 |
| Barnes And Noble College | Lynchburg, VA | Oct 2018 - May 2020 | 1 |
| Liberty University | Lynchburg, VA | Aug 2016 - May 2020 | 3 |
| Geico | Fredericksburg, VA | Jun 2019 - Aug 2019 | < 1 |
| Home Depot | Helena, MT | May 2018 - Aug 2018 | < 1 |
| Anderson Stevenson Wilke Funeral Home | Helena, MT | Jun 2017 - Aug 2017 | < 1 |
| Home Depot | Helena, MT | May 2017 - Aug 2017 | < 1 |
| Home Depot | Helena, MT | May 2016 - Aug 2016 | < 1 |
| Hannaford Street Bible Church | Helena, MT | Feb 2015 - Aug 2016 | 1 |
| Helena Christian School | Helena, MT | Aug 2012 - May 2016 | 3 |
| H&l Janitorial Services | Helena, MT | Feb 2013 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- MT
- TX
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Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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