Unclaimed
Zachary Alan Wiges is a financial advisor with Ameriprise Financial Services, LLC, a firm that manages between $1 billion and $10 billion in assets. Zachary has been in the industry since 1985 and is registered with the state of Iowa. He is also registered with FINRA and the state of Florida, Indiana, Kansas, Michigan, Minnesota, Missouri and Nebraska. Zachary has a Series 6, 7, 22 and SIE license. He has previously worked with IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC.. Zachary specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. He is also a board member of Wiges.
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.
Asset allocation services
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.
1
2
IA
01/01/1999 - Present
Ameriprise Financial Services, LLC (Atlantic IA)
MN
09/09/2002 - 12/09/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/16/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 05/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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