Zacks Investment Management, Inc.

Zacks Investment Management, Inc. (CRD# 110897) is a financial advisory firm headquartered in Chicago, IL. They manage $8,373,508,701 in 7,545 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,374
    MILLION
  • Total Number of Accounts
    7,545
    ACCOUNTS
  • Average Account Value
    $1,109,809
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
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, WY

Financial Advisors at Zacks Investment Management, Inc.
Showing 1 - 10 of 63 top financial advisors.
1
Kevin L. Antosz
CRD#: 6849194
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Kevin Antosz (CRD# 6849194) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 6 years of experience in the finance industry.

2
Herbert L. Brown
CRD#: 870625
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Herbert Brown (CRD# 870625) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 25 years of experience in the finance industry.

3
Christian Cody
CRD#: 7063687
512 Mark St, Tecumseh, OK 74873

Christian Cody (CRD# 7063687) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Tecumseh, OK and has over 4 years of experience in the finance industry.

4
Mitchell F. Conley
CRD#: 6641356
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Mitchell Conley (CRD# 6641356) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.

5
Danielle Dale
CRD#: 6735936
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Danielle Dale (CRD# 6735936) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 7 years of experience in the finance industry.

6
Richard S. Delio
CRD#: 1484742
Fort Lauderdale, FL

Richard Delio (CRD# 1484742) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Fort Lauderdale, FL and has over 37 years of experience in the finance industry.

7
Jay K. Falini
CRD#: 2505077
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Jay Falini (CRD# 2505077) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 29 years of experience in the finance industry.

8
Andre O. Foy
CRD#: 5140384
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Andre Foy (CRD# 5140384) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 17 years of experience in the finance industry.

9
Christopher M. Glass
CRD#: 3037696
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Christopher Glass (CRD# 3037696) 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.

10
Timothy C. Harper
CRD#: 4281371
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Timothy Harper (CRD# 4281371) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 23 years of experience in the finance industry.

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