Zachary Anderson
Zachary Anderson is a registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, with 12 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
30 S Wacker Dr Fl 40, [Wi-Rbo], Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Financial
September 2023Other Business Activities
Zachary co-owns EZ Chicago LLC and rental property with his spouse, both since January 2025. He spends a few hours per week managing these rental properties.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations5 states
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
More Advisors
- Terry PhillipsWells Fargo Advisors
- Lauren MatlesWells Fargo Advisors
- Hugh BreslinWells Fargo Advisors
- James SanchezWells Fargo Advisors
- William OcallaghanWells Fargo Advisors
- Jonathan EvansWells Fargo Advisors