Zachary Jablonski (CRD# 7268599) is an Investment Advisor Representative working at Cuso Financial Services in Dayton, OH and has over 3 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Sep 2022 - Current | 1 |
| Federated Investment Counseling | Pittsburgh, PA | Aug 2020 - Sep 2022 | 2 |
| Federated Global Investment Management Corp. | New York, NY | Aug 2020 - Sep 2022 | 2 |
| Mdt Advisers, A Division Of Federated Mdta LLC | Boston, MA | Aug 2020 - Sep 2022 | 2 |
| Federated Hermes, Inc. | Pittsburgh, PA | Jun 2020 - Sep 2022 | 2 |
| Federated Securities Corp. | Pittsburgh, PA | Jun 2020 - Sep 2022 | 2 |
| University Of Dayton | Dayton, OH | Aug 2016 - May 2020 | 3 |
| Aerotek | Pittsburgh, PA | May 2019 - Aug 2019 | < 1 |
| Robinson Dept Of Public Works | Coraopolis, PA | Jun 2016 - Aug 2017 | 1 |
| Gander Mountain | Moon Township, PA | Apr 2016 - Aug 2016 | < 1 |
| Montour School District | Mckees Rocks, PA | Jun 2010 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- OH
- PA
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.