Zachary FielyCRD Number: 6183433
Current Firm: Edward Jones
Zachary Fiely (CRD# 6183433) is an Investment Advisor Representative working at Edward Jones in Urbana, OH and has over 3 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Cutter & Company, Inc.
Wells Fargo Advisors Financial Network, LLC
|Edward Jones||Temp, AZ||Apr 2013 - Current||4|
|Miami County Esc||Troy, OH||Jan 2013 - Apr 2013||< 1|
|Darke County Esc||Greenville, OH||Jan 2013 - Apr 2013||< 1|
|Greenville City Schools||Greenville, OH||Oct 2012 - Apr 2013||< 1|
|Quicken Loans||Cleveland, OH||Jan 2012 - Sep 2012||< 1|
|Meijer||Troy, OH||Sep 2011 - Dec 2011||< 1|
|Greenville City Schools||Greenville, OH||Jun 2011 - Aug 2011||< 1|
|Courtside Pizza & Sportsbar||Athens, OH||May 2009 - Jun 2011||2|
|Ohio University||Athens, OH||Sep 2005 - Jun 2011||5|
|City Of Greenville Street Dept.||Greenville, OH||Dec 2010 - Dec 2010||< 1|
|City Of Greenville Engineering Dept.||Greenville, OH||Jun 2008 - Dec 2008||< 1|
|City Of Greenville Street Dept.||Greenville, OH||Jun 2007 - Dec 2007||< 1|
|Wysong Plastering||Greenville, OH||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.