Zachary Wesche
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- Allen and CompanyApr 2024 to now
- LPL Financial LLCApr 2024 to now
- Fidelity InvestmentsMay 2021 to Apr 2024
- Thrivent Investment Management IncSep 2020 to May 2021
- Barnes & NobleAug 2017 to Nov 2020
- PublixJul 2017 to Mar 2018
- University of Central FloridaAug 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7288987
- Firm CRD
- 6413