Zachary Klos, financial advisor New Orleans LA

Zachary Klos

CRD Number: 6769011
Current Firm: Advised Assets Group, LLC

Zachary Klos (CRD# 6769011) is an Investment Advisor Representative working at Advised Assets Group, LLC in New Orleans, LA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Gwfs Equities, Inc. Greenwood Village, CO Oct 2019 - Current 1
Dinosaur Safaris, Inc. Basin, WY Mar 2008 - Current 12
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
Simple Play Presents New Orleans, LA Aug 2013 - Dec 2013 < 1
Florida Atlantic Univeristy Boca Raton, FL Aug 2011 - Dec 2011 < 1
Palm Harbor University High School Palm Harbor, FL Aug 2007 - Jun 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2017
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Zachary A. Klos
Phone Number: 844-302-2448
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    48,525
    MILLIONS
  • Total Number of Accounts
    42,784
    ACCOUNTS
  • Average Account Value
    $1,134,185
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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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