Unclaimed
Zackery James Statz is a financial advisor who is registered in 8 states. Zackery is associated with Northwestern Mutual Investment Services, LLC and has been in the industry since October 2021. Zackery holds the Series 6, Series 63, and SIE licenses. Zackery is located in the Saint Cloud, Minnesota branch office of Northwestern Mutual Investment Services, 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MN
10/25/2021 - Present
Northwestern Mutual Investment Services, LLC (SAINT CLOUD MN)
BC
Issued 11/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Zackery Statz is the right advisor for you? Invested Better is here to help.