Zachary Dalluge (CRD# 6991947) is an Investment Advisor Representative working at Foster Group, Inc. in West Des Moines, IA and has over 5 years of experience in the finance industry. Zachary Dalluge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foster Group | West Des Moines, IA | Jul 2022 - Current | 1 |
| Foster Group | West Des Moines, IA | Jan 2021 - Jul 2022 | 1 |
| Foster Group | West Des Moines, IA | May 2018 - Jan 2021 | 2 |
| Self-employed Rideshare Driver | West Des Moines, IA | Oct 2017 - May 2018 | < 1 |
| Principal Financial Group | Des Moines, IA | Aug 2017 - May 2018 | < 1 |
| Iowa House Of Representatives | Des Moines, IA | Oct 2015 - Aug 2017 | 1 |
| Iowa Association Of Business And Industry | Des Moines, IA | Nov 2014 - Oct 2015 | < 1 |
| Republican Party Of Iowa | Des Moines, IA | May 2012 - Nov 2014 | 2 |
| Iowa House Of Representatives | Des Moines, IA | Jan 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- IA
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Total Assets Under Management3,239MILLIONS
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Total Number of Accounts4,626ACCOUNTS
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Average Account Value$700,068
- 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
AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MI, MN, MO, NE, NV, OH, OK, SD, TN, TX, UT, VA, WA, WI
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