Wyatt ZierCRD Number: 7113794
Current Firm: Edward Jones
Wyatt Zier (CRD# 7113794) is an Investment Advisor Representative working at Edward Jones in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Financial Planning For Generations, Inc.
Aegis Wealth Partners, LLC
|Edward Jones||St Louis, MO||May 2019 - Current||3|
|Zyra Talk||Phoenix, AZ||Nov 2017 - May 2019||1|
|School||Phoenix, AZ||Jan 2015 - Oct 2018||3|
|Jump 360||Edmonton, Alberta,||Apr 2017 - Jul 2018||1|
|Aloniu||Phoenix, AZ||Mar 2018 - May 2018||< 1|
|Papa Mrphy's||Liberty Lake, WA||Jan 2014 - Jan 2015||1|
|School||Liberty Lake, WA||Jan 2008 - Jan 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.