Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Thomas Kuehl is a financial advisor at Madison Partners, a registered investment advisor firm based in Madison, WI. Zachary has been in the financial services industry for 9 years and holds the Series 66, Series 7 and SIE licenses. Zachary has a strong track record of providing financial advice to individuals and families. Zachary is a Certified Financial Planner and specializes in financial planning, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
05/07/2021 - Present
Madison Partners (MADISON WI)
WI
05/16/2012 - 05/11/2021
EDWARD JONES (MADISON WI)
BOTH
Issued 06/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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