Zachary Pearson Wicker
Investment adviser representative at Rfg Advisory, LLC
12 yearsExperience
2 statesRegistered in
$8BFirm assets
12 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Rfg Advisory, LLCJun 2021 to now
- Private Client ServicesJun 2021 to now
- Rfg Advisory, LLC dba Willow Private WealthJun 2021 to now
- Capitas Financial LLCFeb 2019 to now
- Northwestern Mutual Wealth Management CompanyJun 2020 to Jun 2021
- Northwestern Mutual Investment Services LLCFeb 2019 to Jun 2021
- Northwestern Mutual Life Insurance CompanyFeb 2019 to Jun 2021
- Energen Resources/diamondback EnergyMay 2014 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 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
- 5628569
- Firm CRD
- 158401