TZ
TZ

Todd Zagurski

34 Years of Experience
Naperville, IL
Broker

Todd Zagurski is a registered investment advisor at Wells Fargo Advisors, based in Naperville, IL, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2056 Westings Avenue, Ste 540, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Todd has a 12.5% ownership in Great Lakes Asset Management LLC and 100% ownership in NDA Wealth Management LLC, both investment-related. He dedicates full-time hours to each of these ventures.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2006 - April 2023 · 16 yrs 6 mos
Wells Fargo Clearing Services, LLC
October 2006 - April 2023 · 16 yrs 6 mos
Citigroup Global Markets INC.
October 1999 - October 2006 · 7 yrs
Citigroup Global Markets INC.Broker
September 1999 - October 2006 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1991 - September 1999 · 7 yrs 10 mos
State Registrations38 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.