Zachary Steven Wagganer
Investment adviser representative at Fortify Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$115MFirm assets
5 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
10 years in the industry.
- Fortify Wealth, Inc.Jun 2018 to now
- Mosaic Family Wealth, LLCAug 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Fortify Wealth, Inc.
$115MAssets managed
79Clients
3Advisers
5 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
- 6202799
- Firm CRD
- 297433