Zachary Buchanan, financial advisor Rockford IL
88 score

Zachary Buchanan

CRD Number: 6070627
Current Firm: Wells Fargo Advisors, LLC

Zachary Buchanan (CRD# 6070627) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Rockford, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Rockford, IL Nov 2014 - Current 2
Wells Fargo Advisors, LLC Rockford, IL Dec 2012 - Nov 2014 1
University Of Illinois Champaign, IL Aug 2012 - Dec 2012 < 1
Wells Fargo Advisors, LLC Rockford, IL May 2012 - Aug 2012 < 1
University Of Illinois Champaign, IL Aug 2011 - May 2012 < 1
Rockford Park District Rockford, IL May 2011 - Aug 2011 < 1
University Of Illinois Champaign, IL Aug 2010 - May 2011 < 1
Rockford Lutheran Schools Rockford, IL Jun 2010 - Aug 2010 < 1
Rockford Lutheran High School Rockford, IL Aug 2009 - Jun 2010 < 1
Unemployed Belvidere, IL Jun 2009 - Aug 2009 < 1
Rockford Lutheran High School Rockford, IL Aug 2008 - Jun 2009 < 1
Rockford Lutheran Schools Rockford, IL Jun 2008 - Aug 2008 < 1
Rockford Lutheran High School Rockford, IL Aug 2007 - Jun 2008 < 1
Unemployed Belvidere, IL Jun 2007 - Aug 2007 < 1
Rockford Lutheran High School Rockford, IL Aug 2006 - Jun 2007 < 1
Unemployed Belvidere, IL Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Zachary J. Buchanan
Phone Number: 314-875-3000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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