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Zachary Giese

Wells Fargo Advisors
16 Years of Experience
St. Louis, MO
1 DisclosureBroker
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Zachary Giese is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 16 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, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One N Jefferson Ave, St. Louis, MO, 63103

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History

Regulatory History (1)
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Financial
March 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Zachary is a hospitality host/ambassador for the Saint Louis Bourbon Society, a private social club, since January 2025. This activity, which is not investment-related, takes about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Advisors
February 2018 - Present · 8 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
December 2009 - Present · 16 yrs 10 mos
Previous Registrations
H.D. Vest Investment ServicesBroker
August 2011 - October 2011 · 2 mos
First Clearing, LLCBroker
March 2010 - November 2016 · 6 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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