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Zachary Robert Rhodes

Buck Wealth Strategies, LLC

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About Zachary Robert Rhodes

Zachary Rhodes is a registered investment advisor representative with Buck Wealth Strategies, LLC. Zachary Rhodes has been in the financial industry since May 2017. Zachary Rhodes has experience in various roles in the industry, including Nashville Golf & Athletic Club, Vanderbilt Mortgage and Finance, Udemy, and Buck Wealth Strategies, LLC. Zachary Rhodes holds the Series 65 license, which allows them to provide investment advice to clients. Zachary Rhodes is registered to provide advisory services in Colorado. The firm provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Zachary Rhodes is currently registered with Buck Wealth Strategies, LLC. Buck Wealth Strategies, LLC is a Denver, CO-based financial advisor registered with the SEC. The firm manages approximately $299,865,422 in regulatory assets under management for 1,979 accounts. Buck Wealth Strategies offers financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves individuals other than high-net-worth, pension and profit-sharing plans, and high-net-worth individuals.
Buck Wealth Strategies, LLC

4600 S. SYRACUSE STREET

DENVER, CO 80237

$299.87M

Assets Under Management

Not reported

Total Clients

29

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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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 Rhodes’s Registration & Firm History

CO

12/16/2024 - Present

Buck Wealth Strategies, LLC (DENVER CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Robert Rhodes.
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