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Zachary Michael Zager

Foundations Investment Advisors LLC

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About Zachary Michael Zager

Zachary Zager is an Investment Advisor Representative at Foundations Investment Advisors LLC. Zachary is a registered Investment Advisor Representative in Texas. Zachary has been in the financial services industry since 2000. Zachary holds a Series 6, Series 7 and Series 63 licenses, as well as a Series 65 license. Zachary specializes in providing financial planning, investment management, and educational seminars to individuals, high net worth individuals, and corporations. Prior to joining Foundations Investment Advisors LLC, Zachary was affiliated with USALLIANZ SECURITIES, INC. and AE Wealth Management, LLC.

Firm Information

Zachary Zager is currently registered with Foundations Investment Advisors LLC. Foundations Investment Advisors LLC is an investment advisory firm located in Phoenix, AZ. With over $6.7 billion in regulatory assets under management, the firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and has a team of 187 licensed agents and investment advisor representatives.
Foundations Investment Advisors LLC

4050 E. COTTON CENTER BLVD.

PHOENIX, AZ 85040

$6.71B

Assets Under Management

Not reported

Total Clients

203

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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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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Zachary Zager’s Registration & Firm History

TX

06/03/2022 - Present

Foundations Investment Advisors LLC (Spicewood TX)

KS

10/23/2000 - 08/04/2006

USALLIANZ SECURITIES, INC. (TOPEKA KS)

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Licenses & Designations

IA

Issued 09/28/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Michael Zager.
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