Zachary Klos (CRD# 6769011) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 6 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Greenwood Village, CO | Oct 2019 - Current | 4 |
| Dinosaur Safaris, Inc. | Basin, WY | Mar 2008 - Current | 16 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Mar 2017 - Sep 2019 | 2 |
| Solomon Group | New Orleans, LA | Apr 2016 - Oct 2016 | < 1 |
| Ace Theatre Group | New Orleans, LA | Aug 2015 - Jun 2016 | < 1 |
| Loyola University | New Orleans, LA | Jan 2012 - May 2015 | 3 |
| The Civic Theatre | New Orleans, LA | Aug 2014 - Dec 2014 | < 1 |
| Stevens Realty Group | Metairie, LA | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- CO
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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
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