Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Wood is an investment advisor representative with Fuse Partners, LLC, registered in Minnesota. Zachary holds Series 7, 24, 51, and 66 licenses, and has been in the industry since 2014. He is also a director of development for VisionPoint Advisory Group. Previously, Zachary worked for AMERIPRISE FINANCIAL SERVICES, LLC, and PRINCIPAL SECURITIES, INC. Zachary provides financial planning, portfolio management for businesses and individuals, and other services, including educational seminars and selection of other advisors.
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
MN
06/10/2024 - Present
Fuse Partners, LLC (St Louis Park MN)
MN
03/14/2022 - 08/04/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
07/07/2016 - 07/08/2020
PRINCIPAL SECURITIES, INC. (MINNETONKA MN)
MN
03/17/2014 - 05/12/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Minnetonka MN)
BOTH
Issued 05/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Wood is the right advisor for you? Invested Better is here to help.
