Zachery Rearrick (CRD# 7712830) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Legacy Financial Group, Inc. | Tulsa, OK | Feb 2023 - Current | 1 |
| Bankers Life | Tulsa, OK | Aug 2022 - Feb 2023 | < 1 |
| Strohmaier Construction | Spokane, WA | Jul 2021 - Jul 2022 | 1 |
| Liberty Mutual | Spokane, WA | Jul 2016 - Jul 2021 | 5 |
| Advantage Physical Therapy | Spokane, WA | Jul 2015 - Jun 2016 | < 1 |
| Walla Walla University | College Place, WA | Aug 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- OK
-
Total Assets Under Management420MILLIONS
-
Total Number of Accounts1,454ACCOUNTS
-
Average Account Value$288,600
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NE, OK, TX
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.