Zachary Ross is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Ada, OH, with 6 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B 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
528 S Main St, Ada, OH, 45810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Zachary works as a produce food clerk at Meijer, dedicating about a quarter of his time to writing orders and stocking shelves. This activity is not investment-related.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Nationwide Securities, LLCBroker
State Registrations18 states
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