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Zachariah Penwell

Advisor at Edward Jones — Dundee, MI

Updated today

Credentials

Series 66

Experience

2 years

Location

Dundee, MI

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,153 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Zachariah Penwell is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously managed a chiropractic clinic while also providing nutritional consultations for Metagenics. Prior to his financial advisory role, he worked in healthcare and corporate settings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Dundee, MI

Dundee MI

Advisors at this office

1

Most active in

Michigan · Missouri · Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Self Employed

2022 - 2024 • 2 years

Hendersonville, TN

Music City Health Center

2021 - 2022 • 1 year

Hendersonville, TN

Logan Chiropractic College

2018 - 2021 • 3 years

Chesterfield, MO

Tate & Lyle

2015 - 2017 • 2 years

Decatur, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Adam D

Series 66, Series 7

Milan, MI

Cetera

Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement Young Professionals FIRE (Financial Independence Retire Early) Mid-Career Professionals
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Zachary B

Series 63, Series 65

Temperance, MI

Precision Wealth Advisors

Zachary Berry Sr. is a financial advisor at Precision Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services LLC, Northwestern Mutual, Verizon Wireless, and UPS. Precision Wealth Advisors LLC provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, focusing on tailored investment strategies using ETFs, mutual funds, equities, and fixed income. The firm combines fundamental and technical analysis with modern portfolio theory and emphasizes long-term trading, offering clients ongoing portfolio monitoring and regular reporting.

Passive / index investing
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Dominic P

CFP®, Series 63

Temperance, MI

Forge Advisory LLC

Dominic Pisanti is a CFP®-certified financial advisor with eight years of industry experience. He is the principal of Forge Advisory LLC, an independent firm he founded in 2026. Prior to this, he held roles at Northwestern Mutual and Mass Mutual, among others. He is also licensed as an insurance broker and engages in outside insurance sales. Forge Advisory LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients. The firm emphasizes tailored Investment Policy Statements and combines fundamental and quantitative analysis with modern portfolio theory to construct customized portfolios.

Wealth management Real estate investing Annuities
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Adam M

Series 63, Series 65

Monroe, MI

River Raisin Investment Partners, Inc.

Adam McLaughlin is a financial advisor with River Raisin Investment Partners, Inc. in Monroe, MI, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He worked at LPL Financial for 10 years prior to joining his current firm in 2019. He serves as an alternate board member for the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners serves individual and high-net-worth clients, offering portfolio management and financial planning with an individualized asset-allocation approach that typically involves exchange-traded funds and a mix of fundamental, technical, and tactical analysis.

General retirement planning Retirement withdrawal strategies Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Anthony H

Series 65

Monroe, MI

Harwood Investment Strategies, L.L.C.

Anthony Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. with eight years of industry experience. He has been with Harwood Investment Strategies since 2017 and holds a Series 65 designation. Prior to his advisory role, he worked at HCR-ManorCare from 2008 to 2017. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, offering discretionary and non-discretionary management as well as support for employer-sponsored retirement plans, with an investment approach that combines fundamental analysis and quantitative measures along a generally long-term, value-oriented bias.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Scott B

Series 63, Series 66

Monroe, MI

River Raisin Investment Partners, Inc.

Scott Burns is a financial advisor at River Raisin Investment Partners, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Burns is also the owner of PIN Seekers, LLC, a non-investment related business. River Raisin Investment Partners serves individual and high-net-worth clients as well as corporate retirement plans, employing an individualized asset-allocation approach that integrates exchange-traded funds with fundamental, technical, and tactical analysis. The firm offers portfolio management, financial planning, and retirement advisory services with a focus on participant-level management and institutional plan support.

General retirement planning Retirement withdrawal strategies Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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