Zachary
Kocurek
Secure Asset Management, L.L.C
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About this Advisor
Zachary Kocurek is a financial advisor based in Kirkland, Washington, working with Secure Asset Management, L.L.C. Zachary has previously held positions at Texas Archery Academy, Camp Kubena, Sydney By Kayak, Tru By Hilton, Texas A&M University, New Western Acquisitions, Real Estate Transition Solution, Fisher Family Farms, and Grsi Properties. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Zachary is part of Secure Asset Management, L.L.C, which operates out of Kirkland, Washington. The firm has 18 offices and 46 employees. The firm manages assets totaling $599.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Secure Asset Management, L.L.C includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Secure Asset Management, L.L.C Brokerage Details
$599,576,285
46
3,698
$162,135
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Zachary Kocurek Work History
Real Estate Transition Solution
Fisher Family Farms
Grsi Properties
New Western Acquisitions
Texas A&M University
Sydney By Kayak
Tru By Hilton
Camp Kubena
Texas Archery Academy
Disclosures
Please visit the SEC profile of Zachary Kocurek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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