Zachary Deboer is a registered investment advisor at Gentian Financial, INC., based in Mequon, WI, with 10 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Gentian Financial charges flat fees for financial planning and investment consulting services, ranging from $250 to $25,000, depending on the scope of advice, the nature and number of investments, the amount of research required, and the number of reports requested. For limited circumstances, an hourly fee may be available, ranging from $150 to $300 per hour.
Location
12740 North River Road, Mequon, WI, 53092
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Regulatory History
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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Zachary is an associate/employee at Gentian Financial, working as a financial advisor and meeting with clients to create and monitor financial plans. These activities take about half of Zachary's time.
Employment History
Current Registrations
Gentian Financial, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations24 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.