Zachary Zettergren
Zachary Zettergren is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Hendersonville, TN, with 20 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
Hendersonville, TN
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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
Zachary operates Zettergren Financial Group as a financial advisor and certified financial planner, dedicating full-time hours to this. He also sells fixed life and health insurance products, spending a few hours per week on this activity, and owns a car rental business on Turo, taking about a quarter of his time.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Princor Financial Services CorporationBroker
State Registrations11 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.