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Zachary Paul Hagen

Zh Wealth Management, LLC

Healdsburg, CA

CRD 4536481

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Employer firm

Zh Wealth Management, LLC CRD 152819

$11.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Zh Wealth Management, Llc

Healdsburg, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-09-02
  • CA RA
    APPROVED
    Since 2016-09-02

Branch Locations

Healdsburg, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zh Wealth Management, Llc Healdsburg CA 01/2010 Present
Zh Wealth Management, Llc Healdsburg CA 07/2014 Present
Previous Registrations
  • 2015-09-24 → 2016-05-17
    Buckingham Strategic Wealth, Llc
    Santa Rosa, CA
    St Louis, MO
  • 2010-03-03 → 2015-11-20
    Zh Wealth Management, Llc
    Healdsburg, CA
  • 2002-05-20 → 2004-05-19
    A. G. Edwards & Sons, Inc.
    Santa Rosa, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-08-01
  • S63 Uniform Securities Agent State Law Examination
    2002-08-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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