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Zachary Thomas Unnerstall

Investment adviser representative at Krilogy
12 yearsExperience
1 stateRegistered in
$5.2BFirm assets
17 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

Experience

12 years in the industry.

  1. KrilogyJun 2024 to now
  2. KrilogyJun 2023 to Aug 2023
  3. KrilogyJun 2022 to Aug 2022
  4. Meyer LandscapingNov 2020 to Aug 2021
  5. StudentAug 2020 to May 2024
  6. Franklin County Country ClubMay 2017 to Aug 2020
  7. StudentJul 2014 to Apr 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (MO).

Krilogy

Legal name: Krilogy Financial LLC

$5.2BAssets managed
3,204Clients
63Advisers
17 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
7948073
Firm CRD
149046
Advisor's SEC record (opens in a new tab)
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