Zachary S. Wagganer

FORTIFY WEALTH

St. Louis, MO 63122

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CRD#: 6202799

Professional summary

Zachary Steven Wagganer, who also goes by Zac Steven Wagganer, is a registered financial advisor currently at FORTIFY WEALTH, INC. located in St. Louis, Missouri.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Zachary has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zac Steven Wagganer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Steven Wagganer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 16, 2018 - Present

FORTIFY WEALTH, INC.

Office #1: 106 W. Madison Avenue Suite 240, St. Louis, MO 63122

RIA

CRD#: 297433

St. Louis, MO

Past

August 1, 2016 - April 25, 2018

MOSAIC FAMILY WEALTH, LLC

RIA

CRD#: 170923

St. Louis, MO

Past

June 12, 2013 - July 29, 2016

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA

CRD#: 104727

CLAYTON, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTIFY WEALTH, INC.

FINANCIAL RESOURCES OF ST. LOUIS, INC. | FORTIFY WEALTH, INC. | FORTIFY WEALTH

CRD#: 297433 / SEC#: 801-121460

RIA

Registered Investment Advisory firm - (7/12/2021 Approved)

Missouri

Registered Investment Advisory firm - (7/13/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(7/16/2018)

IAR

Texas
(7/20/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/10/2013

Uniform Investment Adviser Law Examination

Current Firm

FORTIFY WEALTH, INC.

FINANCIAL RESOURCES OF ST. LOUIS, INC. | FORTIFY WEALTH, INC. | FORTIFY WEALTH

CRD#: 297433 / SEC#: 801-121460

RIA

Registered Investment Advisory firm - (7/12/2021 Approved)

Missouri

Registered Investment Advisory firm - (7/13/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/13/2021 Terminated)

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Contact information

Main Address

106 W. Madison Avenue Suite 240, St. Louis, MO 63122

Mailing Address

Phone number

(314) 726-0055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/15/2025)

Regulatory assets under management

Total Number of Accounts	239
AUM (Assets Under Management)	$ 107,084,579

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Zachary S. Wagganer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Steven Wagganer's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTIFY WEALTH, INC.

MOSAIC FAMILY WEALTH, LLC

MONETA GROUP INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

FORTIFY WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/2013

Current Firm

FORTIFY WEALTH, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTIFY WEALTH, INC.

TRUST BUT VERIFY

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