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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 Tart is a financial advisor registered with Kovitz Investment Group Partners, LLC. Zachary has been in the industry for over 10 years. His experience includes working with a variety of clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. Zachary holds both Series 6 and 7 securities licenses, as well as Series 63 and 65. Zachary's previous experience includes working with USAA Financial Advisors, Inc. and Wells Fargo Advisors Financial Network, LLC.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
11/14/2019 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
11/14/2019 - 11/30/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
CA
07/27/2017 - 04/18/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ALISO VIEJO CA)
FL
10/15/2013 - 01/05/2016
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
01/25/2013 - 08/16/2013
FIRST INVESTORS CORPORATION (TAMPA FL)
IA
Issued 12/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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