Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zack is a financial advisor with over 25 years of experience in the industry. David is registered with Cetera Investment Advisers LLC and Advisornet Wealth Partners, both of which are based in Bloomington, MN. David is also the president and owner of Zack Financial Consulting, Inc., a financial services company based in Bloomington. David provides financial planning and asset management services to a wide range of clients, including individuals, families, and businesses. David has earned a Certified Financial Planner designation and has passed the Series 7, Series 63, and Series 65 exams. David is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (BLOOMINGTON MN)
MN
02/01/2008 - 07/29/2009
NATIONAL PLANNING CORPORATION (BURNSVILLE MN)
MN
10/31/2005 - 02/11/2008
AIG FINANCIAL ADVISORS, INC. (BURNSVILLE MN)
AZ
10/29/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 01/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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