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Zakary Allen Tomlin

Stifel Independent Advisors, LLC

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About Zakary Allen Tomlin

Zakary Tomlin is a financial advisor with Stifel Independent Advisors, LLC. Zakary has been in the industry since December 31, 2020, and has a Series 7TO, Series 66 and SIE. Zakary is registered with FINRA, and is licensed in 33 states and two provinces, including Texas and Florida. Zakary has experience with Wells Fargo Advisors Financial Network, LLC and currently serves as an Investment Advisor Representative.

Firm Information

Zakary Tomlin is currently registered with Stifel Independent Advisors, LLC. Stifel Independent Advisors, LLC is a Limited Liability Company formed in 2021. They are headquartered in St. Louis, Missouri and offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. They manage assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm has over 140 registered representatives and advisors and manages over $3.5 billion in assets.
Stifel Independent Advisors, LLC

501 N BROADWAY

ST LOUIS, MO 63102

$3.56B

Assets Under Management

Not reported

Total Clients

149

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Zakary Tomlin’s Registration & Firm History

FL

05/09/2023 - Present

Stifel Independent Advisors, LLC (ST. PETERSBURG FL)

FL

01/01/2021 - 05/24/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 04/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zakary Allen Tomlin.
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