DZ
CFP
DZ
CFP

David Michael Robert Zack

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

4200 W Old Shakopee Rd Ste 245, Bloomington, MN, 55437

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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 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
June 2023 - Present · 2 yrs 8 mos
Advisornet Wealth Partners
January 2014 - Present · 12 yrs 1 mo
Cetera Wealth Services, LLCBroker
July 2009 - Present · 16 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
National Planning CorporationBroker
February 2008 - July 2009 · 1 yr 5 mos
Aig Financial Advisors, INC.Broker
October 2005 - February 2008 · 2 yrs 4 mos
Sunamerica Securities, INC.Broker
October 1998 - October 2005 · 7 yrs
State Registrations12 states
COFLGAIAIDMNMONMORSCWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.