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Zachary Hager

12 Years of Experience
Fairfield, IA
Broker

Zachary Hager is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, with 12 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757

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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 an advisory representative of a Registered Investment Advisor (RIA) since 2019, and a partner at Ripcord Wealth since 2020, each taking about half of his time. He is also an owner/board member of Ripcord Wealth, LLC since 2018 (full-time), and owner of Ripcord Partners since 2022 (about a quarter of his time).

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2019 - Present · 7 yrs 4 mos
Cambridge Investment Research, INC.Broker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Cetera Advisors LLCBroker
June 2016 - November 2017 · 1 yr 5 mos
Investors Capital CORP.Broker
June 2015 - December 2016 · 1 yr 6 mos
Bolton Securities CorporationBroker
June 2014 - May 2015 · 11 mos
Bolton Global CapitalBroker
August 2013 - May 2015 · 1 yr 9 mos
State Registrations52 states
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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 Hager - Financial Advisor | TrueAdvisor