Zachery
West
Edelman Financial Engines
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About this Advisor
Zachery West is a financial advisor based in Waukesha, Wisconsin, working with Edelman Financial Engines. Zachery has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, United States Marine Corps, Midwest Shooting Supply, Integrity Custom Homes, Northwestern Mutual Wealth Management Company, Fisher Investments, and Financial Engines Advisors L.L.C. Zachery has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, Zachery is part of Edelman Financial Engines, which operates out of Waukesha, Wisconsin. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 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 Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
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
Zachery West Work History
Financial Engines Advisors L.L.C
Fisher Investments
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Student
Integrity Custom Homes
Midwest Shooting Supply
Student
United States Marine Corps
Disclosures
Please visit the SEC profile of Zachery West 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 Edelman Financial Engines
Lynnwood, WA
Columbia, SC
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Ashburn, VA
Fort Worth, TX
Clifton Park, NY
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