Zachary Owens, financial advisor Danville IL

Zachary Owens

CRD Number: 6581299
Current Firm: Prudential Financial Planning Services

Zachary Owens (CRD# 6581299) is an Investment Advisor Representative working at Prudential Financial Planning Services in Danville, IL and has over 6 years of experience in the finance industry.

Similar Advisors
Devan Fox, financial advisor Danville IL
Devan L. Fox
CRD# 6292929
J. W. Cole Advisors, Inc.
Similar Advisors
Karla Gifford, financial advisor Danville IL
Karla S. Gifford
CRD# 6612793
Raymond James & Associates, Inc.
Similar Advisors
Aaron Immke, financial advisor Danville IL
Aaron D. Immke
CRD# 6952554
Edward Jones
Company Name Location Dates Years
Pruco Securities, LLC Champaign, IL Mar 2018 - Current 6
Prudential Insurance Company Of America Champaign, IL Mar 2018 - Current 6
Zerochaos Champaign, IL Nov 2017 - Jan 2018 < 1
Empire Strategies Champaign, IL Oct 2017 - Nov 2017 < 1
Prudential Financial Champaign, IL Dec 2015 - Oct 2017 1
Unemployed Champaign, IL Aug 2015 - Dec 2015 < 1
Prudential Financial Champaign, IL Jun 2015 - Aug 2015 < 1
Unemployed Champaign, IL Aug 2014 - Jun 2015 < 1
Prudential Financial Champaign, IL Jun 2014 - Aug 2014 < 1
Unemployed Champaign, IL Jul 1994 - Jun 2014 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2017
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Zachary T. Owens
Phone Number: 800-235-7637
Registered State(s):
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.