Zachary Blalack
Zachary Blalack is a registered investment advisor at Ameriprise Financial Services, LLC, based in Salem, OR, with 15 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
388 State St, Ste 850, Salem, OR, 97301-3476
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is a co-member and registered agent for Hidden Hills Holdings, LLC, a rental holding company, and sole member/registered agent for Hidden Hills, LLC, a financial advising LLC. He also serves as Board Member-Treasurer for Blalack and is a Finance Committee member for Lane Community College Foundation, monitoring investment managers.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 states
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