Zachary Quinn (CRD# 7854631) is an Investment Advisor Representative working at Cottonwood Wealth Strategies, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cottonwood Wealth Strategies, LLC | Salt Lake City, UT | Dec 2023 - Current | < 1 |
| Om Family Office | Lehi, UT | Oct 2022 - Dec 2023 | 1 |
| Immersed Games | Buffalo, NY | Feb 2022 - Oct 2022 | < 1 |
| Literal Technologies | Provo, UT | Jan 2020 - Feb 2022 | 2 |
| Nordstrom | Elizabethtown, PA | Oct 2019 - Jan 2020 | < 1 |
| Bamboo Marketing Group | Harrisburg, PA | Aug 2019 - Oct 2019 | < 1 |
| Vector Marketing | Olean, NY | Jun 2018 - Aug 2019 | 1 |
| Hennigan's Bar | Mount Joy, PA | Nov 2017 - Jun 2018 | < 1 |
| Reebok | Hershey, PA | Nov 2016 - Sep 2017 | < 1 |
| Rutter's | Anville, PA | Apr 2016 - Nov 2016 | < 1 |
| Pasd | Palmyra, PA | Jun 2014 - Jun 2016 | 2 |
| Palmyra Area High School | Palmyra, PA | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- UT
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts617ACCOUNTS
-
Average Account Value$406,036
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, UT
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