David Michael Robert Zack

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2012 → Present
  Advisornet Wealth Partners
  Minneapolis, MN
• 07/1996 → Present
  Zack Financial Consulting, Inc
  Bloomington, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. POA AND BENEFICIARY - NOT INVESTMENT RELATED - BENEFICIARY ON PARENTS ACCOUNT - 12/08/08 - 0HRS/MONTH. 3. DBA EXECUTIVE FINANCIAL SERVICES, INC, BLOOMINGTON, MN, 40 HOURS PER WEEK. 4. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING, ASSET MANAGEMENT; 5. NAME OF OTHER BUSINESS: NEW PRAGUE AREA COMMUNITY CENTER INVESTMENT RELATED: NO ADDRESS: 100 12TH ST NW NEW PRAGUE MN 56071 NATURE OF BUSINESS: COMMUNITY CENTER START DATE: 7/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER BRIEF DESCRIPTION OF DUTIES: OVERSEE OPERATION OF THE COMMUNITY CENTER; 6. NAME OF OTHER BUSINESS: ZACK FINANCIAL CONSULTING, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 7/1996; POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-13
• S63 Uniform Securities Agent State Law Examination
  1998-05-27

Designations