Zackary John Flodeen
Investment adviser representative at Mai Capital Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$52.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Mai Capital Management, LLCNov 2025 to now
- Evoke AdvisorsSep 2023 to now
- The Vanguard Group, Inc.Mar 2021 to Aug 2023
- Tenet Financial GroupApr 2018 to Feb 2021
- UnemployedApr 2017 to Apr 2018
- Fisher InvestmentsApr 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Mai Capital Management, LLC
$52.1BAssets managed
16,261Clients
306Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4794668
- Firm CRD
- 109807