WZ
WZ

Wade Zancan

23 Years of Experience
Columbia, MD
BrokerSells Insurance

Wade Zancan is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MD, with 23 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

10805 Hickory Ridge Rd Ste 215, Columbia, MD, 21044

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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

Wade is an office manager and registered representative for Janoskie Financial & Associates, dedicating nearly full-time hours to this role. He is also a sales associate and client relationship manager for Hunter Capital, and an insurance agent selling life, health, annuities, and long-term care through various companies, as well as a senior partner/registered representative/agent for Resonant Financial Management.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
October 2010 - Present · 15 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2017 - June 2023 · 6 yrs 4 mos
Sagepoint Financial, INC.Broker
October 2005 - October 2010 · 5 yrs
Sentra Securities CorporationBroker
September 2002 - October 2005 · 3 yrs 1 mo
State Registrations14 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Wade Zancan - Financial Advisor | TrueAdvisor