Zachory
Prekel
Fisher Investments
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About this Advisor
Zachory Prekel is a financial advisor working out of Plano, Texas with 2 years of relevant experience. Prekel is currently employed by Fisher Investments. Their career trajectory has included roles at Gnoinsky Concrete, Fargo Public Schools, Equitable Advisors, Vibrant Table Catering And Events, Dick Hannah Subaru, Ward Muscatell Subaru, Student, Scheels Sports, Halberstadts Mens Clothiers, North Dakota State University, Mcdonalds, Holiday Inn Fargo, Gnionsky Concrete, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Fisher Investments and Umpqua Bank. Prekel has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Texas and Washington. Fisher Investments is a registered investment firm headquartered in Plano, TX. The company has offices in 14 locations and a total of 3,349 people on staff. It has $192 billion in total assets across its 269,289 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 37 charitable organizations. Of its 269,289 client accounts, 46% belong to high-net-worth investors who have more than $1 million in assets. Fisher Investments has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types charged by Fisher Investments likely include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Zachory Prekel Work History
Zachory has been registered as a financial advisor for 2 years.*
Fisher Investments
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Umpqua Bank
Equitable Advisors
Vibrant Table Catering And Events
Dick Hannah Subaru
Ward Muscatell Subaru
Student
Scheels Sports
Gnoinsky Concrete
Fargo Public Schools
Halberstadts Mens Clothiers
Student
North Dakota State University
Mcdonalds
Gnionsky Concrete
Holiday Inn Fargo
*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 Zachory Prekel 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 Fisher Investments
Plano, TX
Plano, TX
Westerville, OH
Marietta, GA
Tampa, FL
Plano, TX
Plano, TX
Plano, TX
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.
