Zachary Knight Israel
Investment adviser representative at Bankplus Wealth Advisors
11 yearsExperience
3 statesRegistered in
$263.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Bankplus Wealth AdvisorsApr 2026 to now
- Bankplus Wealth Management GroupMar 2026 to now
- Bankplus Wealth Management, LLCNov 2025 to now
- Brg Restaurant GroupJul 2025 to Nov 2025
- New York Life Insurance CompanyJul 2023 to Jun 2025
- Nylife Securities LLCJul 2023 to Jun 2025
- UnemployedFeb 2023 to Jun 2023
- Smoothie KingAug 2015 to Feb 2023
- Louisiana State UniversityAug 2015 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (LA, MS, TX).
Bankplus Wealth Advisors
Legal name: Bankplus Wealth Management, LLC
$263.8MAssets managed
645Clients
16Advisers
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
- 7749429
- Firm CRD
- 152588