Zachary Thomas Whitlock
Investment adviser representative at Truenorth Wealth
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
18 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 assetsHourlyOther
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
11 years in the industry.
- Truenorth WealthSep 2024 to now
- Goldman SachsJun 2024 to Aug 2024
- Utah Valley UniversityMay 2023 to May 2024
- Lgcy Power, LLCSep 2021 to Aug 2023
- Church of Jesus Christ of Latter Day SaintsAug 2019 to Aug 2021
- Bgz BrandsJan 2017 to Jul 2019
- UnemployedAug 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Truenorth Wealth
Legal name: Association Financial Services Inc.
$1.3BAssets managed
975Clients
11Advisers
18 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
- 7941542
- Firm CRD
- 142205