AdFi
ZB

Zachary Brian Morgan

Investment Adviser Representative at ADVISORNET WEALTH PARTNERS

Mokena, ILCRD #7530030Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
15 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zachary Brian Morgan has worked in the securities industry since 2022. They are registered to provide investment advisory services in 15 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 15 states
ArizonaArkansasFloridaGeorgiaIllinoisIndianaKentuckyMichiganMissouriNew YorkNorth CarolinaOhioPennsylvaniaSouth CarolinaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/31/2022
Series 7
General Securities Representative Examination
Passed 5/4/2022
SIE
Securities Industry Essentials Examination
Passed 4/16/2022

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.002
Source

Advisornet Wealth Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ADVISORNET WEALTH PARTNERSCurrent
6/24/2022Mokena, IL
CETERA WEALTH SERVICES, LLCCurrent
5/4/2022Chicago, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ADVISORNET WEALTH PARTNERS

Showing 12 of 58 in the directory

View ADVISORNET WEALTH PARTNERS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Brian Morgan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Zachary Brian Morgan - Financial Advisor in Mokena, IL | AdvisorFinder