Zachary Beck

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Portland, OR
• 11/2016 → 03/2023
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 03/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lake Oswego, OR

Previous Registrations

• 2011-01-03 → 2023-03-03
  Wells Fargo Clearing Services, Llc
  Portland, OR
  Portland, OR
  Vancouver, WA
  Portland, OR
  Portland, OR
• 2009-09-17 → 2011-01-03
  Wells Fargo Investments, Llc
  Portland, OR
  Portland, OR
  Portland, OR
  Portland, OR
  Portland, OR
• 2009-05-02 → 2009-09-18
  Chase Investment Services Corp.
  Beaverton, OR
  Portland, OR
  Portland, OR
  Portland, OR
• 2006-11-21 → 2009-05-02
  Wamu Investments, Inc.
  Portland, OR
  Boise, ID
  Ontario, OR
  Nampa, ID
  Boise, ID
  Beaverton, OR
  Beaverton, OR
  Tigard, OR
  Portland, OR
  Portland, OR
  Portland, OR

Other Businesses

WILLAMETTE CASCADE WEALTH MANAGEMENT LLC, INV RELATED, LAKE OSWEGO, OR, 20% OWNERSHIP, START 3/3/2023, 160 HOURS PER MONTH, 80 HOURS DURING TRADING, FINET. OWENHALLEB HOLDINGS, INV RELATED, TUALATIN, OR, 100% OWNERSHIP, START 3/3/2023, 160 HOURS PER MONTH, 80 HOURS DURING TRADING, FINET. | ESTATE EXECUTOR; INV RELATED; PORTLAND, OR; SUCCESSOR EXECUTOR; 09/2025; 1 HOUR PER MONTH; 0 DURING TRADING; BACK-UP EXECUTOR FOR WILL | EXECUTOR FOR FATHER'S ESTATE; INV RELATED; PORTLAND, OR; EXECUTOR; 08/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; EXECUTOR OF FATHER'S ESTATE

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-06

Designations

• Certified Financial Planner

Other Names

• Zachary Eaton Beck