Zachary Bargman (CRD# 7635939) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockford, IL and has 1 year of experience in the finance industry.
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Jun 2023 - Current | 1 |
| Thrivent Investment Management Inc. | Rockford, IL | Oct 2022 - Current | 1 |
| Thrivent Financial | Appleton, WI | Nov 2022 - Jun 2023 | < 1 |
| Unemployed | Winnebago, IL | May 2022 - Oct 2022 | < 1 |
| First Citizens State Bank | Whitewater, WI | May 2021 - May 2022 | 1 |
| University Of Wisconsin Whitewater | Whitewater, WI | Jan 2020 - May 2022 | 2 |
| Unemployed | Whitewater, WI | Sep 2019 - May 2022 | 2 |
| Rock Vally College | Rockford, IL | Jun 2017 - Dec 2019 | 2 |
| Sullivan's Foods | Winnebago, IL | May 2017 - Sep 2019 | 2 |
| Unemployed | Winnebago, IL | Sep 2015 - May 2017 | 1 |
| Winnebago High School | Winnebago, IL | Aug 2013 - May 2017 | 3 |
| Sugar River Forest Preserve | Durand, IL | Jun 2015 - Sep 2015 | < 1 |
| Unemployed | Winnebago, IL | Jan 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- IL
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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