Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Tobias Bouck is a financial advisor with over 14 years of experience in the industry. Zachary is registered with Denver Wealth Management, Inc. and is currently licensed to provide investment advice in 25 states. Previously, Zachary worked for Waddell & Reed, Inc. Zachary specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals.
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.
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.
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2
CO
09/23/2016 - Present
Denver Wealth Management, Inc. (GREENWOOD VILLAGE CO)
CO
06/10/2008 - 06/06/2012
WADDELL & REED, INC. (DENVER CO)
BOTH
Issued 06/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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