Zachary Wik is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 7 years of industry experience.
Location
14321 N Northsight Blvd, Scottsdale, AZ, 85260
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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.
Learn about disclosures →Other Business Activities
Zachary is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.
Employment History
Current Registrations
Vanguard Marketing Corporation
April 2025 - Present · 1 yr 1 mo
Vanguard Marketing CorporationBroker
April 2025 - Present · 1 yr 1 mo
Vanguard Advisers, INC.
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Ironwood Wealth Management, LLC
May 2021 - March 2025 · 3 yrs 10 mos
Financial Engines Advisors L.L.C.
March 2020 - April 2021 · 1 yr 1 mo
Charles Schwab & CO., INC.
December 2018 - February 2020 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
May 2018 - February 2020 · 1 yr 9 mos
State Registrations2 states
AZTX
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.