Zachary Westenberg (CRD# 6371241) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconto, WI and has 1 year of experience in the finance industry.
CRD# 2274105
Rbc Capital Markets, LLC
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Packerland Brokerage Services | Green Bay, WI | Apr 2023 - Current | 1 |
| Cco Capital, LLC | Phoenix, AZ | Feb 2018 - Apr 2023 | 5 |
| Cco Staffing, LLC | Phoenix, AZ | Feb 2018 - Apr 2023 | 5 |
| Equity Fund Advisor | Phoenix, AZ | Jun 2015 - Feb 2018 | 2 |
| Cole Capital Corporation | Phoenix, AZ | Jun 2015 - Feb 2018 | 2 |
| University Of Wi-oshkosh | Oschkosh, WI | Aug 2011 - May 2015 | 3 |
| Mwa Financial Services Inc. | Rock Island, IL | Jul 2014 - Apr 2015 | < 1 |
| Modern Woodmen Of America | Rock Island, IL | Jun 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- AZ
- CA
- CO
- FL
- IL
- IA
- MI
- MN
- PA
- TX
- UT
- WA
- WI
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Total Assets Under Management854MILLIONS
-
Total Number of Accounts4,831ACCOUNTS
-
Average Account Value$176,825
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, 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, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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