Zachary Petty
Investment adviser representative at Ameriprise Financial Services, LLC
26 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 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
26 years in the industry.
- Ameriprise Financial Services, LLCJun 2024 to now
- Sharon YoderFeb 2023 to Jun 2024
- Northwestern Mutual Wealth Management CompanyJul 2019 to Feb 2023
- Northwestern Mutual Investment Services LLCMay 2018 to Feb 2023
- Northwestern Mutual Life Insurance CompanyJan 2017 to Jan 2023
- Gobles High SchoolAug 2016 to Nov 2016
- Lake Doster Golf ClubApr 2016 to Dec 2016
- Streamline Healthcare SolutionsSep 2015 to Mar 2017
- Otsego High SchoolApr 2015 to Oct 2017
- StudentSep 2000 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6731883
- Firm CRD
- 6363