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Zachary Carl Horner

Schwab Wealth Advisory, Inc.

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About Zachary Carl Horner

Zachary Horner is an investment advisor representative who has been in the industry since 2012. Zachary is currently employed by Schwab Wealth Advisory, Inc. and is registered with the state of Colorado. Zachary is also a Certified Financial Planner. Prior to joining Schwab Wealth Advisory, Inc., Zachary was employed by M HOLDINGS SECURITIES, INC., NORTHERN LIGHTS DISTRIBUTORS, LLC, and TD AMERITRADE, INC. Zachary has a diverse background and experience working with a variety of clients, including high net worth individuals and businesses.

Firm Information

Zachary Horner is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Zachary Horner’s Registration & Firm History

CO

08/07/2024 - Present

Schwab Wealth Advisory, Inc. (Lone tree CO)

OR

02/04/2015 - 04/04/2024

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

NE

04/24/2013 - 12/16/2014

NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)

NE

02/26/2010 - 04/21/2011

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 10/16/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Zachary Carl Horner.
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