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Alexander Wallace Insley

Zacks Investment Management, Inc.

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About Alexander Wallace Insley

Alexander Insley is a registered Investment Advisor Representative with Zacks Investment Management, Inc. Alexander has been with the firm since January 2009. Alexander has held numerous previous roles in the financial services industry, including positions at ALPS Distributors, Inc., BISYS Fund Services Limited Partnership, Centura Funds Distributor, Inc., BNY Hamilton Distributors, Inc., Performance Funds Distributor, Inc. and Concord Financial Group, Inc. Alexander holds the Series 6, 7, 24 and 63 licenses. Alexander specializes in providing investment advice to individuals, businesses, pooled investment vehicles, investment companies, and charitable organizations.

Firm Information

Alexander Insley is currently registered with Zacks Investment Management, Inc.. Zacks Investment Management, Inc. is an investment management firm based in Chicago, Illinois. They offer a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm creates and manages quantitative investment models licensed to sponsors of UITS and ETFs. They manage over $10 billion in assets for various clients, including individuals, high net worth individuals, pension and profit sharing plans, corporations, and other investment advisors. They also offer wrap fee programs.
Zacks Investment Management, Inc.

10 S. RIVERSIDE PLAZA

CHICAGO, IL 60606

$10.56B

Assets Under Management

25

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alexander Insley’s Registration & Firm History

IL

01/15/2009 - Present

Zacks Investment Management, Inc. (CHICAGO IL)

CO

05/16/2007 - 07/02/2007

ALPS DISTRIBUTORS, INC. (DENVER CO)

OH

12/11/2000 - 05/11/2007

BISYS FUND SERVICES LIMITED PARTNERSHIP (CINCINNATI OH)

MA

11/17/1999 - 06/27/2000

CENTURA FUNDS DISTRIBUTOR, INC. (BOSTON MA)

ME

09/16/1999 - 06/27/2000

BNY HAMILTON DISTRIBUTORS, INC. (PORTLAND ME)

ME

09/16/1999 - 06/27/2000

PERFORMANCE FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

ME

04/19/1996 - 06/27/2000

BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)

MD

05/02/1994 - 04/26/1996

CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)

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Licenses & Designations

IA

Issued 09/10/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/1999

Series 24 - General Securities Principal Examination

BC

Issued 12/11/1997

Series 7 - General Securities Representative Examination

BC

Issued 04/29/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Alexander Wallace Insley. Review regulatory record here.
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