Zachary Sturdy (CRD# 6653603) is an Investment Advisor Representative working at Commonwealth Financial Network in Marquette, MI and has over 6 years of experience in the finance industry.
CRD# 4512583
Lpl Financial LLC
CRD# 6782747
Thrivent Investment Management Inc.
CRD# 4453569
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northstar Investment Management | Marquette, MI | Aug 2018 - Current | 5 |
| Commonwealth Financial Network | Waltham, MA | Aug 2018 - Current | 5 |
| Northstar Investment Management | Marquette, MI | May 2016 - Aug 2018 | 2 |
| Commonwealth Financial Network | Waltham, MA | May 2016 - Aug 2018 | 2 |
| Student - Northern Michigan University | Marquette, MI | Jan 2015 - May 2017 | 2 |
| Northern Economic Initiatives Corp. | Marquette, MI | May 2015 - May 2016 | 1 |
| Student - Bay De Noc Community College | Escanaba, MI | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- MI
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- 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
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