Zachary Brian Morgan

Employer firm

Advisornet Wealth Partners CRD 113074

$3.15B regulatory AUM 222 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERIODIC INVESTMENT MONITORING AND FINANCIAL CONSULTING.

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

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

Current Employers

Employment History

• 03/2022 → Present
  Mccabe And Associates
  Mokena, IL
• 04/2017 → 03/2022
  Northern Trust
  Chicago, IL
• 12/2016 → 03/2017
  Unemployed
  Mokena, IL
• 09/2015 → 11/2016
  College Student
  Dayton, OH
• 04/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2022 → Present
  Advisornet Wealth Partners
  Minneapolis, MN

Other Businesses

1. NAME OF OTHER BUSINESS: MCCABE AND ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISOR START DATE: 3/2022 POSITION/TITLE/RELATIONSHIP: ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: I WILL BE AN ADVISOR WITH THE FIRM; 2. 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 SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 06/2022 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT ; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2022 APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE;

Exams

• S66 Uniform Combined State Law Examination
  2022-05-31

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Zachary Morgan