Zachary
Auxter

Plante Moran Financial Advisors

CRD#6670885
Investment Advisor
in Columbus, OH

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About this Advisor

Zachary Auxter is a certified financial planner who works out of Columbus, Ohio with a total of 7 years of relevant experience. Auxter currently works for Plante Moran Financial Advisors. Their career trajectory has included roles at Plante Moran Financial Advisors, Miami University and Cedar Fair Entertainment Co. Auxter maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Ohio. Plante Moran Financial Advisors is a company that has its headquarters in Southfield, MI. It has offices in 12 locations and a total of 139 financial advisors. It administers $17 billion in assets across its 16,199 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 16,199 customer accounts, 87% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely vary depending on the financial services provided. Fees charged by Plante Moran Financial Advisors can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

250 S High St Ste 100
Columbus, OH 43215

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

OH Average: $943,424,332
Total Number of Employees

139

OH Average: 21
Total Number of Accounts

16,199

OH Average: 1,586
Average Account Size

$1,033,552

OH Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Zachary Auxter Work History

Zachary has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Plante Moran Financial Advisors

2014 - 2014 (< 1 year)

Plante Moran Financial Advisors

2013 - 2013 (< 1 year)

Cedar Fair Entertainment Co

2011 - 2015 (4 years)

Miami University

*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 Auxter 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 Plante Moran Financial Advisors

Justin Halvorson
Detroit, MI
Steven Gibson
Chicago, IL
Cartier Zori
West Bloomfield, MI
Logan Olsen
Monroe, WA
Jacob Petrick
Portage, MI
Josip Jurkovic
Grand Rapids, MI
Bryan Baines
Auburn Hills, MI
Eric Dahlberg
Southfield, MI

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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