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Zachary David Dalzell

Wells Fargo Advisors Financial Network, LLC

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About Zachary David Dalzell

Zachary Dalzell is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Zachary has been in the industry since August 2020 and is licensed to conduct business in several states. Zachary holds the Series 7TO, Series 66, and SIE licenses. Zachary specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Zachary Dalzell is currently registered with Wells Fargo Advisors Financial Network, LLC. Wells Fargo Advisors Financial Network, LLC is a Limited Liability Company headquartered in St. Louis, Missouri. Founded in 2003, the firm offers a range of investment advisory services to individual and institutional clients, including financial planning, portfolio management, and pension consulting. Wells Fargo Advisors Financial Network, LLC is registered with the SEC and in all 50 states and the District of Columbia. The firm manages over $154 billion in regulatory assets under management.
Wells Fargo Advisors Financial Network, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103

$154.19B

Assets Under Management

2,434

Total Clients

3,095

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Dalzell’s Registration & Firm History

IL

04/06/2022 - Present

Wells Fargo Advisors Financial Network, LLC (SOUTH BARRINGTON IL)

IL

08/21/2020 - 04/06/2022

WELLS FARGO CLEARING SERVICES, LLC (BARRINGTON IL)

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Licenses & Designations

BOTH

Issued 01/21/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary David Dalzell.
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