Zachary
Cashmore

Advisor Share Wealth Management

CRD#7067975
Investment Advisor
in Grayslake, IL

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About this Advisor

Zachary Cashmore is a financial advisor operating in Grayslake, Illinois. Cashmore works at Advisor Share Wealth Management. Over the course of their career, they have held roles at Darden - Olive Garden, Lurvey Landscape Supply, Italian Ovens, Clowning Around / Celebration Authority, Amc Theaters, Cashmore Financial Group, Student - College Of Lake County, Student - Illinois State University, Student - Grayslake Central High School and Grayslake Middel School. Cashmore has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Michigan and Washington. Advisor Share Wealth Management is a registered investment firm that has its headquarters in Bellevue, WA. The company has offices in three locations and just two employees. It oversees $11 million in assets among its 25 client accounts, placing it among the smaller firms in the country by assets under management. The company offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees depend on the type of financial services offered. Fee types charged by Advisor Share Wealth Management most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Grayslake, IL

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Advisor Share Wealth Management Brokerage Details

Total Assets Under Management

$11,300,000

IL Average: $3,566,627,242
Total Number of Employees

2

IL Average: 46
Total Number of Accounts

25

IL Average: 1,499
Average Account Size

$452,000

IL Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Zachary Cashmore Work History

Zachary has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Cashmore Financial Group

2019 - 2021 (2 years)

Darden - Olive Garden

2019 - 2019 (< 1 year)

Student - College Of Lake County

2017 - 2017 (< 1 year)

Clowning Around / Celebration Authority

2017 - 2018 (1 year)

Student - Illinois State University

2016 - 2016 (< 1 year)

Lurvey Landscape Supply

2016 - 2017 (1 year)

Italian Ovens

2015 - 2015 (< 1 year)

Amc Theaters

2013 - 2017 (4 years)

Student - Grayslake Central High School

2012 - 2013 (1 year)

Grayslake Middel School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Zachary Cashmore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisor Share Wealth Management

Zachary Cashmore
Grayslake, IL
Blair Schadler
Bellevue, WA
Kara Mitchell
Port Angeles, WA
Jeffery Bettermann
Las Vegas, NV
Randall Cashmore
Grayslake, IL
Veronica Osmonov
Westlake Village, CA
Richard Kirk
Morton, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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