Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Croonquist is an investment advisor representative at Osaic Wealth, Inc. based in Bennington, Nebraska. Zachary has been in the securities industry since January 5, 2015. Zachary is licensed in Arizona, Colorado, Illinois, Indiana, Iowa, Missouri, Nebraska, Texas, and Wisconsin. Zachary has passed the Series 63, Series 65, Series 7 and SIE exams. Zachary also holds a license in Nebraska as an Investment Advisor Representative. Zachary's services include financial planning, pension consulting, educational seminars, and portfolio management for individuals and 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.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (BENNINGTON NE)
NE
05/15/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BENNINGTON NE)
NE
01/06/2015 - 06/12/2020
TECKMEYER FINANCIAL SERVICES, L.L.C. (OMAHA NE)
IA
Issued 03/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Croonquist is the right advisor for you? Invested Better is here to help.
