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).
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Total Assets Under Management8,374MILLION
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Total Number of Accounts7,545ACCOUNTS
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Average Account Value$1,109,809
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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
Casper Terpinski (CRD# 1286224) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 39 years of experience in the finance industry.
Koffi Toulaboe (CRD# 6918398) 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.
Brian Vandenheuvel (CRD# 2789701) 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.
Christian Whittemore (CRD# 2892063) 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.
Lawrence Zerg (CRD# 1573095) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 37 years of experience in the finance industry.
James Begley (CRD# 7706743) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
John Bouska (CRD# 7857834) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
Brendan Breslow (CRD# 7606391) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
Brian Donovan (CRD# 5898880) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Canton, MA and has over 2 years of experience in the finance industry.
William Edwards (CRD# 4692536) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry.