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Zachary Frantz

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Zachary is involved with Magnate Wealth Management, LLC as a DBA selling insurance products, dedicating about half his time. He is also an Investment Adviser Representative with Magnate Advisory Services, LLC (full-time) and a Registered Assistant with Silver Oak Securities, Inc. (about 10-20% of his time).

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
October 2024 - Present · 1 yr 4 mos
Magnate Advisory Services, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2023 - April 2024 · 11 mos
State Registrations1 state
KY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.