Zachary BeiermannCRD Number: 6936138
Current Firm: Edward Jones
Zachary Beiermann (CRD# 6936138) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 3 years of experience in the finance industry.
Cutter & Company, Inc.
Toberman Wealth, LLC
Moneta Group Investment Advisors, LLC
|Edward Jones||St. Louis, MO||Jun 2019 - Current||3|
|Indiana University||Bloomington, IN||Aug 2018 - May 2019||< 1|
|Edward Jones||St. Louis, MO||May 2018 - Aug 2018||< 1|
|Indiana University||Bloomington, IN||Aug 2017 - May 2018||< 1|
|Diversified Financial Services, LLC||Omaha, NE||Jan 2014 - Jul 2017||3|
|Unemployed||Omaha, NE||Sep 2013 - Dec 2013||< 1|
|Gardiner Thomsen||Lincoln, NE||Jun 2013 - Sep 2013||< 1|
|Union Bank & Trust||Lincoln, NE||Aug 2011 - Jul 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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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