Zachary Zimcosky, financial advisor Troy MI
93 score

Zachary Zimcosky

CRD Number: 5528154
Current Firm: Kalos Management

Zachary Zimcosky (CRD# 5528154) is an Investment Advisor Representative working at Kalos Management in Troy, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Capital, Inc. Alpharetta, GA Mar 2009 - Current 7
Zimco Capital (f/k/a Bulldog Retirement) Lavonia, MI Feb 2009 - Current 7
Advisors Excel Topeka, KS Sep 2008 - Current 8
Amerirprise Financial Troy, MI May 2008 - Sep 2008 < 1
Ameriprise Financial Services Inc. Troy, MI May 2008 - Sep 2008 < 1
Bloomfield Hills Country Club Bloomfield Hills, MI May 1997 - Aug 2008 11
Western Michigan University Kalamazoo, MI Aug 2003 - Apr 2008 4
Double A Maintenance Kalamazoo, MI Sep 2006 - Sep 2007 1
Aflac Kalamazoo, MI May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Zachary T. Zimcosky
Phone Number: 678-356-1100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    3,787
    ACCOUNTS
  • Average Account Value
    $94,470
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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