Zachary Welborn, financial advisor Houston TX

Zachary Welborn

CRD Number: 6722972
Current Firm: Manske Wealth Management, LLC
Compensation Model: Both

Zachary Welborn (CRD# 6722972) is an Investment Advisor Representative working at Manske Wealth Management, LLC in Houston, TX and has 4 years of experience in the finance industry.

CONTACT
Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Scott Bishop, financial advisor Houston TX
Scott A. Bishop
CRD# 2687188
Hightower Advisors, LLC
Similar Advisors
Ashley Foster, financial advisor Houston TX
Ashley M. Foster
CRD# 5462249
Nxt:gen Financial Planning
Company Name Location Dates Years
Manske Wealth Management Houston, TX May 2014 - Current 9
Student Houston, TX Mar 2008 - May 2014 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2017
Contact Info for Zachary H. Welborn
By the Numbers
  • Total Assets Under Management
    426
    MILLIONS
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $1,052,942
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Ready to hire a financial advisor? Get competitive proposals from Zachary Welborn and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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.