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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

ZACHARY JONATHAN LOGAN WIK

Advisor at VANGUARD ADVISERS, INC.

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:59491216-934e-15c5-bef4-86503d2a7ffc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VANGUARD ADVISERS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 22, 2018
First registration: Dec 14, 2018
Dual registered: yes, broker-dealer
Other names: ZACHARY J WIK|ZACH WIK|ZACHARY JONATHAN WIK|ZACH J WIK|ZACHARY JONATHANLOGAN WIK
IAPD individual key: 6868313

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Apr 2, 2025	n/a	yes	SCOTTSDALE, AZ	Current employment
IRONWOOD WEALTH MANAGEMENT, LLC	Independent wealth	May 7, 2021	Mar 10, 2025	no	CHANDLER, AZ	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Mar 4, 2020	Apr 22, 2021	no	PHOENIX, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 14, 2018	Feb 21, 2020	no	Phoenix, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IRONWOOD WEALTH MANAGEMENT, LLC	VANGUARD ADVISERS, INC.	Mar 10, 2025	Apr 2, 2025	23	Firm change	RIA to ibd
EDELMAN FINANCIAL ENGINES	IRONWOOD WEALTH MANAGEMENT, LLC	Apr 22, 2021	May 7, 2021	15	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	EDELMAN FINANCIAL ENGINES	Feb 21, 2020	Mar 4, 2020	12	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ VANGUARD ADVISERS, INC.Registered adviserregistration: current employment
Apr 2, 2025 to presentfactForm ADV
→ IRONWOOD WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 7, 2021 to Mar 10, 2025factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Mar 4, 2020 to Apr 22, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 14, 2018 to Feb 21, 2020factForm ADV

Dated events

Occurred
Mar 10, 2025
Advisor changed firm
Zachary Jonathan Logan Wik left Ironwood Wealth Management, Llc for Vanguard Advisers, Inc. (registered 2025-04-02)
Form ADVobserved 6 days ago