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Zachary Zigmond

9 Years of Experience
Saint Paul, MN
Broker

Zachary Zigmond is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 9 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, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

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

60 Livingston Ave, Saint Paul, MN, 55107

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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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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
August 2025 - February 2026 · 6 mos
U.S. Bancorp Investments, INC.
August 2025 - February 2026 · 6 mos
Truist Investment Services, INC.Broker
August 2022 - March 2025 · 2 yrs 7 mos
Truist Advisory Services, INC.
August 2022 - March 2025 · 2 yrs 7 mos
Northern Trust Securities, INC.Broker
September 2019 - June 2022 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLC
February 2018 - August 2019 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
February 2018 - August 2019 · 1 yr 6 mos
Northwestern Mutual Investment Services, LLCBroker
February 2012 - April 2014 · 2 yrs 2 mos
State Registrations1 state
CA
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.
Zachary Zigmond - Financial Advisor | TrueAdvisor