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RIA / WealthAdvisorCertified Financial Planner24 years in industry

ZACHARY PAUL HAGEN

Advisor at ZH WEALTH MANAGEMENT, LLC

HEALDSBURG, CA

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Search this name across graphsid dfx:ria:ec27538a-64d1-1089-d7fe-61e13ef6d144

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 20, 2002 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: ZH WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 20, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 1, 2002
First registration: May 20, 2002
Dual registered: no
IAPD individual key: 4536481

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
ZH WEALTH MANAGEMENT, LLC	State registered	Sep 2, 2016	n/a	yes	HEALDSBURG, CA	Current employment
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Sep 24, 2015	May 17, 2016	no	SANTA ROSA, CA\|ST LOUIS, MO	Previous registration
ZH WEALTH MANAGEMENT, LLC	State registered	Mar 3, 2010	Nov 20, 2015	no	HEALDSBURG, CA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	May 20, 2002	May 19, 2004	no	SANTA ROSA, CA	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
BUCKINGHAM STRATEGIC WEALTH, LLC	ZH WEALTH MANAGEMENT, LLC	May 17, 2016	Sep 2, 2016	108	Firm change	Other
ZH WEALTH MANAGEMENT, LLC	BUCKINGHAM STRATEGIC WEALTH, LLC	Nov 20, 2015	Sep 24, 2015	-57	Firm change after gap	Other
A. G. EDWARDS & SONS, INC.	ZH WEALTH MANAGEMENT, LLC	May 19, 2004	Mar 3, 2010	2,114	Firm change after gap	Other

Relationships

Registered with (3)

→ ZH WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 3, 2010 to Nov 20, 2015factForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Sep 24, 2015 to May 17, 2016factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
May 20, 2002 to May 19, 2004factForm ADV

Dated events

No dated event names this entity yet.