Zachary Beck is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lake Oswego, OR, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5885 Meadows Road, Ste 125, Lake Oswego, OR, 97035
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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.
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Zachary has a 20% ownership in Willamette Cascade Wealth Management LLC and 100% ownership in Owenhalleb Holdings. Both activities are investment-related and take up a full-time commitment each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Phillips & Company Securities INC.Broker
State Registrations18 states
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