Zachary PilleCRD Number: 5516062
Current Firm: Ameriprise Financial Services, Inc.
Zachary Pille (CRD# 5516062) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Ameriprise Financial Services Inc.||St Louis, MO||Apr 2016 - Current||< 1|
|Unemployed||St Louis, MO||Dec 2015 - Apr 2016||< 1|
|Neuberger Berman LLC||St. Louis, MO||Mar 2014 - Nov 2015||1|
|Ifs Financial Services||Cincinnati, OH||Apr 2009 - Mar 2014||4|
|Touchstone Securities Inc.||Cincinnati, OH||Apr 2009 - Mar 2014||4|
|Oppenheimerfunds Distributor, Inc.||Centennial, CO||Apr 2008 - Mar 2009||< 1|
|Unemployed||Denver, CO||Nov 2007 - Apr 2008||< 1|
|Shaw Industries||Dalton, GA||Jan 2007 - Nov 2007||< 1|
|Miami University||Oxford, OH||Aug 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
|S63||Uniform Securities State Law Examination||May 2008|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV