Zachary Paul Schwenk

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2018 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2015 → 05/2018
  Biffs Bagels Inc.
  Flagstaff, AZ
• 08/2014 → 05/2018
  Northern Arizona University
  Flagstaff, AZ
• 05/2019 → 07/2019
  Self-Employed
  Scottsdale, AZ
• 07/2023 → Present
  Self-Employed
  Prescott, AZ
• 06/2018 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 07/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: PRESCOTT, AZ NATURE OF BUSINESS: TRANSPORTATION POSITION: CONTRACTED WITH UBER START DATE: 07/2023 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRANSPORTATION

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-07-30

Designations

• Certified Financial Planner

Other Names

• Zach Paul Schwenk
• Zachary Paul Schwenk
• Zachary Schwenk