Zachary Daniel Woodman
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Zachary Daniel Woodman? Claim your profile
Contact this firm
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.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJul 2023 to now
- Pruco Securities LLCFeb 2023 to Nov 2024
- Institute for Humane StudiesJun 2022 to Jan 2023
- Western Michigan UniversityAug 2020 to May 2022
- Western Michigan UniversityAug 2019 to Jul 2020
- Varsity TutorsFeb 2019 to Jul 2019
- UnemploymentJan 2019 to Jan 2019
- University of MichiganAug 2016 to Dec 2018
- Students for LibertyAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7707377
- Firm CRD
- 8733