Zachary Stedry
Zachary Stedry is a CFP-designated registered investment advisor at LPL Financial LLC, based in Saginaw, MI, with 8 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1516 Midland Rd, Saginaw, MI, 48638
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary is involved in three outside business activities. He spends full-time hours on a business entity for tax/investment purposes and a DBA for LPL business, and minimal time as an insurance agent.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations9 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
- Annette Mctaggart, CFPLPL Financial LLC
- Daniel BoehlerLPL Financial LLC
- William Dijak, CFPOsaic Wealth, INC.
- Julia Jodoin, CFPEdward Jones
- Melissa Seamon, CFPModern Wealth Management, LLC
- Kevin Shanks, ChFCSpc