Zacks Investment Management, Inc.

Zacks Investment Management, Inc. (CRD# 110897) is a financial advisory firm headquartered in Chicago, IL. They manage $3,335,439,162 in 4,797 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,335
    MILLION
  • Total Number of Accounts
    4,797
    ACCOUNTS
  • Average Account Value
    $695,318
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV

Financial Advisors at Zacks Investment Management, Inc.
Showing 1 - 10 of 60 top financial advisors.
1
Kirsten H. Gordon
CRD#: 2157417
One South Wacker Drive, Suite 2700, Chicago, IL 60606
96
Wealthminder
score

Kirsten Gordon (CRD# 2157417) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 24 years of experience in the finance industry. Kirsten Gordon 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.

2
Wayne E. Lockwood
CRD#: 2385472
One South Wacker Drive, Suite 2700, Chicago, IL 60606
96
Wealthminder
score

Wayne Lockwood (CRD# 2385472) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 20 years of experience in the finance industry. Wayne Lockwood 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.

3
Justin T. Bailey
CRD#: 5320803
One South Wacker Drive, Suite 2700, Chicago, IL 60606
93
Wealthminder
score

Justin Bailey (CRD# 5320803) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 9 years of experience in the finance industry.

4
Herbert L. Brown
CRD#: 870625
One South Wacker Drive, Suite 2700, Chicago, IL 60606
93
Wealthminder
score

Herbert Brown (CRD# 870625) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 18 years of experience in the finance industry.

5
Richard S. Delio
CRD#: 1484742
Chicago, IL
93
Wealthminder
score

Richard Delio (CRD# 1484742) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 30 years of experience in the finance industry.

6
Eric S. Erway
CRD#: 4920180
One South Wacker Drive, Suite 2700, Chicago, IL 60606
93
Wealthminder
score

Eric Erway (CRD# 4920180) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 11 years of experience in the finance industry.

7
Peter H. Fertig
CRD#: 2197954
Livingston, NJ
93
Wealthminder
score

Peter Fertig (CRD# 2197954) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Livingston, NJ and has over 24 years of experience in the finance industry.

8
Andre O. Foy
CRD#: 5140384
One South Wacker Drive, Suite 2700, Chicago, IL 60606
93
Wealthminder
score

Andre Foy (CRD# 5140384) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 10 years of experience in the finance industry.

9
Brian T. Given
CRD#: 5468003
One South Wacker Drive, Suite 2700, Chicago, IL 60606
93
Wealthminder
score

Brian Given (CRD# 5468003) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 8 years of experience in the finance industry.

10
Christopher M. Glass
CRD#: 3037696
One South Wacker Drive, Suite 2700, Chicago, IL 60606
93
Wealthminder
score

Christopher Glass (CRD# 3037696) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 11 years of experience in the finance industry.

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