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Zachory Prekel

Fisher Investments

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About Zachory Prekel

Zachory Prekel is an investment advisor representative at Fisher Investments. Zachory has been in the industry for over 4 years and holds the Series 7TO, SIE, 63, and 65 licenses. Zachory has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and corporations. Zachory specializes in providing portfolio management services, financial planning, and portfolio assessment. Zachory has worked previously for Northwestern Mutual Investment Services, LLC and AXA Advisors, LLC.

Firm Information

Zachory Prekel is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Zachory Prekel’s Registration & Firm History

TX

11/23/2021 - Present

Fisher Investments (PLANO TX)

OR

03/26/2020 - 08/20/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTLAND OR)

OR

06/25/2019 - 03/20/2020

AXA ADVISORS, LLC (PORTLAND OR)

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Licenses & Designations

IA

Issued 11/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachory Prekel.
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