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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
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.
Exams
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