ZG
ZG

Zachary Blake Gray

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
1,425 clients
Average Client Portfolio
$223K average
Assets Under Management
$318.3M

Fee Structure

Minimum Investment:None
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Location

389 William Latham R Senior Drive, Bourbonnais, IL, 60914

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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 Activities

Zachary is the owner of Chillie Inc, selling livestock supplements, and spends minimal time on it. He is also an author, dedicating minimal time to book writing, and the president of RAWK INC., focusing on marketing and business development for about a quarter of his time. Finally, Zachary is a manager and owner of 1989 Real Estate, LLC, spending minimal time on it.

Employment History
Current Registrations
Rooted Wealth Advisors
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wall Street Financial Group, INC.
July 2017 - April 2020 · 2 yrs 9 mos
Ae Wealth Management, LLC
December 2016 - September 2021 · 4 yrs 9 mos
William C. Burnside & Company, INC.Broker
October 2016 - June 2018 · 1 yr 8 mos
Country Capital Management CompanyBroker
December 2007 - October 2016 · 8 yrs 10 mos
State Registrations5 states
COILINTNTX
Advisor
Exams
No exam information available for this advisor.