Zachary
Manion

Commonwealth Financial Network

CRD#7318626
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Zachary Manion is a financial advisor based in Grand Rapids, Michigan, working with Commonwealth Financial Network. Zachary has previously held positions at Noodles And Company, Grandville Calvin Christian Elementary/Middle/High School, Kohls, United Postal Service, Home Depot, Grand Valley State University, and Lakeshore Financial Group. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Zachary is part of Commonwealth Financial Network, which operates out of Grand Rapids, Michigan. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

625 Kenmoor Ave Suite 108
Grand Rapids, MI 49546

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

MI Average: $16,012,751,954
Total Number of Employees

4,500

MI Average: 118
Total Number of Accounts

623,075

MI Average: 4,567
Average Account Size

$284,126

MI Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Zachary Manion Work History

2020 - Present (4 years)

Lakeshore Financial Group

2020 - 2020 (< 1 year)

Home Depot

2019 - 2021 (2 years)

United Postal Service

2018 - 2019 (1 year)

Kohls

2018 - 2022 (4 years)

Grand Valley State University

2016 - 2018 (2 years)

Noodles And Company

2011 - 2018 (7 years)

Grandville Calvin Christian Elementary/Middle/High School

Disclosures

Please visit the SEC profile of Zachary Manion 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 Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Alexandra Almendarez
San Antonio, TX
Benjamin Burkhead
Beaver Falls, PA
Brian Cummings
Mount Pleasant, SC
Stephen Gingerella
Waltham, MA
Corinne Kurucza
Great Neck, NY
Tyler Downing
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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