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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Klemer is a financial advisor at LPL Financial LLC. He is licensed to provide investment advice in Minnesota and Texas. Zachary has been in the industry since 2018 and previously worked for WELLS FARGO CLEARING SERVICES, LLC and THRIVENT INVESTMENT MANAGEMENT INC. He is a Series 7, Series 63, and Series 65 licensed advisor and has taken the Securities Industry Essentials Exam. Zachary is a Registered Representative and Investment Advisor Representative. He specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Zachary is dedicated to helping his clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
10/29/2021 - Present
LPL Financial LLC (FARIBAULT MN)
MN
01/25/2019 - 07/22/2021
WELLS FARGO CLEARING SERVICES, LLC (DULUTH MN)
MN
05/07/2018 - 11/19/2018
THRIVENT INVESTMENT MANAGEMENT INC. (DULUTH MN)
IA
Issued 10/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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