David Zack
David Zack is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bloomington, MN, with 27 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4200 W Old Shakopee Rd Ste 245, Bloomington, MN, 55437
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David sells fixed life, disability, annuities, and long-term care insurance with various companies. He also dedicates full-time hours to both DBA Executive Financial Services, Inc and Zack Financial Consulting, Inc., and is an advisory representative for AdvisorNet Financial Inc. and a board member at New Prague Area Community Center.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
National Planning CorporationBroker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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