Christopher David Zich

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 11/2016
  Wells Fargo Advisors Llc
  Grosse Pointe Woods, MI
• 11/2016 → 01/2021
  Wells Fargo Clearing Services, Llc
  Grosse Pointe Woods, MI
• 01/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ

Previous Registrations

• 2012-01-04 → 2021-01-14
  Wells Fargo Clearing Services, Llc
  Grosse Pointe Farms, MI
  Grosse Pointe, MI
  Scottsdale, AZ
  Scottsdale, AZ
• 2004-09-03 → 2012-01-13
  Ubs Financial Services Inc.
  Scottsdale, AZ
  Scottsdale, AZ
• 2001-05-14 → 2004-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ

Other Businesses

CDZ HOLDINGS LLC, INV RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START 11/3/2020, 160 HOURS PER MONTH, 160 HOURS DUIRNG TRADING, FINET PRACTICE.;| LEGACY STRATEGIC PARTNERS LLC, INV RELATED, GROSSE POINT, MI, WEALTH MANAGEMENT; 12.89% OWNERSHIP, START 01/01/2021, 1 HOUR PER MONTH, 0 HOURS DUIRNG TRADING, FINET PRACTICE| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO SELF & ASSOCIATES; INV. RELATED; GROSSE POINTE, MI; START DATE 09/30/2021; 0 HRS PER MONTH; 0 HRS DURING TRADING. FINET PRACTICE 401K;| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START: 2/1/2023, LESS THAN 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.;| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS FBO ASSOCIATE, INV RELATED, GROSSE POINTE, MI, START: 10/13/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRATICE 401K.;| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS FBO ASSOCIATE, INV RELATED, GROSSE POINT, MI, START: 6/25/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS FBO ASSOCIATE (2); INV RELATED; GROSSE POINT, MI; START: 10/03/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING, FINET PRACTICE 401K.| CHRIS ZICH; INV RELATED; SCOTTSDALE, AZ; FINET PRACTICE; 100% OWNERSHIP; START DATE 01/01/2021; 3 HOURS PER MONTH; 3 HOURS DURING TRADING| RAJIV A CHUDGAR 2013 AND AMY L CHUDGAR 2013 TRUSTS; INV RELATED; SUCCESSOR TRUSTEE; START DATE 02/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE; INV. RELATED; GROSSE POINTE, MI; START DATE 04/09/2025; 1 HR PER MONTH; 0 HRS DURING TRADING| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE; INV. RELATED; GROSSE POINTE, MI; START DATE 04/09/2025; 1 HR PER MONTH; 0 HRS DURING TRADING CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE; INV. RELATED; GROSSE POINTE, MI; START DATE 10/03/2025; 1 HR PER MONTH; 0 HRS DURING TRADING LEGACY RE PARTNERS LLC; INV RELATED; GROSSE POINTE,MI;12.89% OWNERSHIP; START DATE: 01/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;| CO-TRUSTEE FOR LEGACY STRATEGIC PARTNERS 401K FBO ASSOCIATE; INV. RELATED; GROSSE POINTE, MI; START DATE 04/01/2026; 1 HR PER MONTH; 0 HRS DURING TRADING HUNCHBACK, LLC ; INV RELATED;GROSSE POINTE,MI; BUILDING EXPENSES AND RENTAL PAYMENTS;12.89% OWNERSHIP; START DATE: 05/07/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 718; INV RELATED;GROSSE POINTE,MI; LLC;12.89% OWNERSHIP; START DATE: 06/01/2026; 1 HRS PER MONTH; - HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-23
• S63 Uniform Securities Agent State Law Examination
  1999-11-19

Other Names

• Chris David Zich
• Christopher Zich