Zachary WagganerCRD Number: 6202799
Current Firm: Mosaic Family Wealth, LLC
Zachary Wagganer (CRD# 6202799) is an Investment Advisor Representative working at Mosaic Family Wealth, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Mosaic Family Wealth, LLC||St. Louis, MO||Aug 2016 - Current||1|
|Moneta Group Investment Advisers. LLC||Clayton, MO||Apr 2013 - Aug 2016||3|
|Unemployed||St Louis, MO||Nov 2012 - Apr 2013||< 1|
|Grant Cooper & Associates||St Louis, MO||Jan 2011 - Nov 2012||1|
|Frontenac Bank||St Louis, MO||Nov 2009 - Jan 2011||1|
|Champion Bank||St Louis, MO||Jan 2008 - Nov 2009||1|
|Provision Realtors||St Louis, MO||May 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management537MILLIONS
Total Number of Accounts1,355ACCOUNTS
Average Account Value$396,183
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AZ, CA, CO, FL, IL, LA, MO, NV, SC, TX
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