Zachary Thomas Unnerstall
Investment adviser representative at Krilogy
12 yearsExperience
1 stateRegistered in
$5.2BFirm assets
17 yearsFirm in business
Are you Zachary Thomas Unnerstall? 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
Experience
12 years in the industry.
- KrilogyJun 2024 to now
- KrilogyJun 2023 to Aug 2023
- KrilogyJun 2022 to Aug 2022
- Meyer LandscapingNov 2020 to Aug 2021
- StudentAug 2020 to May 2024
- Franklin County Country ClubMay 2017 to Aug 2020
- 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