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 51 - 60 of 62 top financial advisors.
51
George C. Fludas
CRD#: 7797826
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

George Fludas (CRD# 7797826) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

52
Triston R. Harless
CRD#: 7303759
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Triston Harless (CRD# 7303759) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 3 years of experience in the finance industry.

53
Christian J. Horcher
CRD#: 7835599
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Christian Horcher (CRD# 7835599) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

54
Nicholas K. Lopez
CRD#: 7052805
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Nicholas Lopez (CRD# 7052805) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

55
Robert J. Macdonald
CRD#: 3071574
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Robert Macdonald (CRD# 3071574) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 3 years of experience in the finance industry.

56
Tracy K. Martin
CRD#: 6956166
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Tracy Martin (CRD# 6956166) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

57
Bradley T. Mendenhall
CRD#: 5707156
Sacramento, CA

Bradley Mendenhall (CRD# 5707156) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Sacramento, CA and has over 14 years of experience in the finance industry.

58
Jared W. Napper
CRD#: 6502864
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Jared Napper (CRD# 6502864) 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.

59
Matthew L. Richard
CRD#: 7671823
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Matthew Richard (CRD# 7671823) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

60
Noah Rife
CRD#: 6514675
10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606

Noah Rife (CRD# 6514675) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

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