Zachary McDonald is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-05-12 | present | Yes |
| HORNOR, TOWNSEND & KENT, LLC | 2024-09-13 | 2025-01-22 | — |
| UBS FINANCIAL SERVICES INC. | 2023-03-24 | 2024-09-13 | — |