Unclaimed
Zachary Scott Anderson is a financial advisor who has been working in the industry since December 2006. Zachary is currently registered with Thrivent Advisor Network, LLC and has worked previously with Purshe Kaplan Sterling Investments and Thrivent Investment Management Inc. Zachary holds Series 66, SIE, and Series 7 licenses. Zachary specializes in retirement planning, college savings, estate planning, and insurance. Zachary works with individuals, families, and businesses. Zachary is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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
07/29/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
OR
07/30/2020 - 08/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Salem OR)
OR
12/11/2006 - 07/29/2020
THRIVENT INVESTMENT MANAGEMENT INC. (LAKE OSWEGO OR)
BOTH
Issued 12/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Anderson is the right advisor for you? Invested Better is here to help.