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Zane Hanzon

17 Years of Experience
Taylorsville, UT
BrokerSells Insurance

Zane Hanzon is a registered investment advisor at Cetera Investment Advisers LLC, based in Taylorsville, UT, with 17 years of industry experience. Zane 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

3109 West 4700 South, Taylorsville, UT, 84129

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Zane sells fixed insurance products including life, disability, annuities, and long-term care, and is also a financial professional at Granite Credit Union, spending full-time hours at each. He also owns rental property and operates Granite Peak Financial as a DBA for financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2021 - June 2023 · 1 yr 9 mos
Cuso Financial Services, L.P.Broker
December 2017 - September 2021 · 3 yrs 9 mos
Cuso Financial Services, L.P.
December 2017 - September 2021 · 3 yrs 9 mos
Royal Alliance Associates, INC.
July 2011 - November 2017 · 6 yrs 4 mos
Royal Alliance Associates, INC.Broker
July 2011 - November 2017 · 6 yrs 4 mos
Chase Investment Services CORP.
March 2010 - July 2011 · 1 yr 4 mos
Chase Investment Services CORP.Broker
September 2008 - July 2011 · 2 yrs 10 mos
State Registrations6 states
AKCACOIDUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Zane Hanzon - Financial Advisor | TrueAdvisor