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Zachary Joseph Goedde

Cerity Partners LLC

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About Zachary Joseph Goedde

Zachary Goedde is an Investment Advisor Representative at Cerity Partners LLC. He is registered with the state of Kentucky and holds the Series 65 license. Zachary has been in the industry since 2021 and has experience in financial services, banking, and education. Cerity Partners LLC is a firm with a wide range of client types and a strong commitment to providing comprehensive financial planning and investment management services. The firm offers a variety of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. They are committed to providing personalized financial advice to help their clients achieve their financial goals.

Firm Information

Zachary Goedde is currently registered with Cerity Partners LLC. Cerity Partners LLC is an investment advisor headquartered in NEW YORK, NY. With over 700 employees and over $80 billion in assets under management, they offer a wide range of services including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and more. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
Cerity Partners LLC

99 PARK AVENUE

NEW YORK, NY 10016

$80.57B

Assets Under Management

75

Total Clients

409

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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tax services; bill pay

Tax services; bill pay

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Zachary Goedde’s Registration & Firm History

NY

07/09/2024 - Present

Cerity Partners LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/09/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Joseph Goedde.
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