Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Allan Woolever is a financial advisor with Robert W. Baird & Co. Inc. Zachary Allan Woolever has been working in the financial services industry since 2012 and is registered with the state regulators of Wisconsin and Oregon. Zachary Allan Woolever holds Series 6, 7, 63, and 65 licenses. The firm has offices in both Lake Oswego, Oregon and Milwaukee, Wisconsin. Zachary Allan Woolever specializes in providing financial services to individuals, businesses, high-net-worth individuals, investment companies, insurance companies, charitable organizations, pension and profit sharing plans, corporations, and other businesses.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OR
02/26/2015 - Present
Robert W. Baird & Co. Inc. (Lake Oswego OR)
WI
05/28/2012 - 05/16/2013
GWFS EQUITIES, INC. (GLENDALE WI)
IA
Issued 02/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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