Zachary Mann
Investment adviser representative at Pks Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
23 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Pks Advisory Services, LLCJun 2026 to now
- Pks InvestmentsMar 2026 to now
- PksaMar 2026 to now
- Financial Benefits GroupSep 2025 to now
- United Wholesale MortgageJul 2025 to Sep 2025
- UnemployedMay 2025 to Jul 2025
- Full-time EducationAug 2024 to May 2025
- The Mather GroupMay 2024 to Aug 2024
- Full-time EducationAug 2023 to May 2024
- Truvista Wealth AdvisorsMay 2023 to Aug 2023
- Full-time EducationAug 2022 to May 2023
- Creative LawnscapeMay 2022 to Aug 2022
- Full-time EducationAug 2021 to May 2022
- Pine Trace Golf ClubApr 2020 to Aug 2021
- Dick's Sporting GoodsSep 2019 to Apr 2020
- Full-time EducationSep 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Pks Advisory Services, LLC
$1.1BAssets managed
4,892Clients
46Advisers
23 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
- 7742583
- Firm CRD
- 125648