Zachary AlbersCRD Number: 5365207
Current Firm: Ameriprise Financial Services, Inc.
Zachary Albers (CRD# 5365207) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Valparaiso, IN and has over 9 years of experience in the finance industry.
Oneamerica Securities, Inc.
Ausdal Financial Partners, Inc.
J.p. Morgan Securities LLC
|Ameriprise Financial Services, Inc.||Valparaiso, IN||Aug 2008 - Current||8|
|Unemployed||North Judson, IN||Jul 2008 - Aug 2008||< 1|
|Natcity Investments Inc.||Cleveland, OH||Feb 2008 - Jul 2008||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Nov 2007 - Jan 2008||< 1|
|Thrivent Investment Management Inc.||Valparaiso, IN||Jun 2007 - Nov 2007||< 1|
|Valparaiso University||Valparaiso, IN||Aug 2003 - May 2007||3|
|Boys & Girls Club Of Porter Cty||Valparaiso, IN||Sep 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
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