Zachary Steven Wagganer

Employer firm

Fortify Wealth, Inc. CRD 297433

$115M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 04/2018
  Mosaic Family Wealth, Llc
  St. Louis, MO
• 06/2018 → Present
  Fortify Wealth, Inc.
  St. Louis, MO

Previous Registrations

• 2016-08-01 → 2018-04-25
  Mosaic Family Wealth, Llc
  St. Louis, MO
• 2013-06-12 → 2016-07-29
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Other Businesses

Owner of "Preacher's Kid", a non-investment related hunting craft business located in St. Louis, MO, since 2023. Activity represents approximately 10 hours per month outside of normal trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-10

Other Names

• Zac Steven Wagganer