Zachary
Wagganer

Fortify Wealth, Inc

CRD#6202799
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Zachary Wagganer is a financial advisor operating in Saint Louis, Missouri, with a total of 5 years of industry experience. Wagganer is an advisor for Fortify Wealth, Inc. During their career, Wagganer has held roles at Moneta Group Investment Advisers, LLC, Independent Consultant, Mosaic Family Wealth, LLC and Financial Resources Of St. Louis, Inc Dba Fortify Wealth. Wagganer maintains a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Missouri and Texas. Fortify Wealth, Inc is a registered investment company operating out of Saint Louis, MO. It administers $101 million in assets among its 212 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 212 accounts, 41% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fees are based on the financial services. Fee types billed by Fortify Wealth, Inc most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

106 W. Madison Avenue Suite 240
Saint Louis, MO 63122

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fortify Wealth, Inc Brokerage Details

Total Assets Under Management

$101,394,401

MO Average: $11,469,110,461
Total Number of Employees

3

MO Average: 458
Total Number of Accounts

212

MO Average: 33,415
Average Account Size

$478,275

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Zachary Wagganer Work History

Zachary has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Financial Resources Of St. Louis, Inc Dba Fortify Wealth

2016 - 2018 (2 years)

Mosaic Family Wealth, LLC

2013 - 2016 (3 years)

Moneta Group Investment Advisers, LLC

2012 - 2014 (2 years)

Independent Consultant

*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 Wagganer 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 Fortify Wealth, Inc

Zachary Wagganer
Saint Louis, MO
John Mckinley
Saint Louis, MO
Don Mckinley
Saint Louis, MO

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started