1. Wealthminder
  2. Omaha, NE
  3. Log in
  1. Log in
Zachary LaBroad, financial advisor Omaha NE

Zachary LaBroad

CRD Number: 7195317
Current Firm: Sagespring Wealth Partners
Compensation Model: Both

Zachary LaBroad (CRD# 7195317) is an Investment Advisor Representative working at Southwestern Investment Advisory Services, Inc. in Omaha, NE and has 2 years of experience in the finance industry.

CONTACT
Similar Advisors
Kyle Acre, financial advisor Omaha NE
Kyle Acre
CRD# 6243132
Edward Jones
Similar Advisors
Steve Adams, financial advisor Omaha NE
Steve M. Adams
CRD# 5297231
Charles Schwab & Company, Inc.
Similar Advisors
Michael Adelman, financial advisor Omaha NE
Michael J. Adelman
CRD# 6157826
Principal Advised Services
Company Name Location Dates Years
Sagespring Wealth Partners Omaha, NE Nov 2022 - Current 1
Labroad Wealth Team Omaha, NE Dec 2021 - Current 2
Raymond James Financial Services, Inc. Omaha, NE Oct 2019 - Current 4
Southwestern Investment Group Omaha, NE Oct 2020 - Nov 2022 2
Southwestern Investment Advisory Services Omaha, NE Sep 2020 - Nov 2022 2
Southwestern Investment Group Omaha, NE Sep 2020 - Nov 2022 2
Eagle Distributing Fremont, NE May 2015 - Oct 2019 4
University Of Mississippi Oxford, MS Jan 2014 - May 2018 4
Jeff Hollingsworth Landscaping Omaha, NE May 2013 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2020
Contact Info for Zachary R. LaBroad
15808 West Dodge Rd, Suite 103, Omaha, NE 68118
Phone Number: 615-861-6100
Firm Website: https://www.sagespring.com
Registered State(s):
  • NE
  • TX
Current Firm Details
Sagespring Wealth Partners
Firm's CRD Number: 283515
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067
By the Numbers
  • Total Assets Under Management
    5,503
    MILLIONS
  • Total Number of Accounts
    28,921
    ACCOUNTS
  • Average Account Value
    $190,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Ready to hire a financial advisor? Get competitive proposals from Zachary LaBroad and other advisors.
Request Proposals
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

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 derived from SEC.gov data covering 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.

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.