Zacks Investment Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

110897

SEC number

801-40592

Firm type

RIA

Assets under management

$14.6B as of May 29, 2026

Website

zacksintelligence.com ↗

Phone

312-265-9266

Address

101 N. Wacker Drive, Chicago, IL, 60606

Advisors at this firm

68 in our index · page 1 of 2

• Robert John AlessandroCRD 6822630 · Braintree, MA
  IA RegisteredBroker
• Kevin Louis AntoszCRD 6849194 · Chicago, IL
  IA RegisteredBroker
• Herbert Lawrence BrownCRD 870625 · Orinda, CA
  IA RegisteredBroker
• James Thomas BegleyCRD 7706743 · Chicago, IL
  IA Registered
• John Patrick BouskaCRD 7857834 · Chicago, IL
  IA Registered
• Michael James CaterinaCRD 5831316 · New York, NY
  IA RegisteredBroker
• Christian CodyCRD 7063687 · Oklahoma City, OK
  IA RegisteredRegistration inactive
• Jacob CongerCRD 7463865 · Chicago, IL
  IA RegisteredBroker
• Mitchell Francis ConleyCRD 6641356 · Hermosa Beach, CA
  IA RegisteredBroker
• Tonio CrudeleCRD 5439027 · Glen Ellyn, IL
  IA RegisteredBroker
• Richard Stone DelioCRD 1484742 · Fort Lauderdale, FL
  IA RegisteredBroker
• Danielle DaleCRD 6735936 · Chicago, IL
  IA RegisteredBroker
• Nicholas James DemetralCRD 7750367 · Chicago, IL
  IA RegisteredRegistration inactive
• Jay Kevin FaliniCRD 2505077 · Haddonfield, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• James Alexander FivesCRD 7151547 · Conshohocaen, PA
  IA RegisteredBroker
• Nathaniel Peter FeitCRD 8018034 · Chicago, IL
  IA Registered
• George Constantine FludasCRD 7797826 · Chicago, IL
  IA Registered
• Christopher Michael GlassCRD 3037696 · Dallas, TX
  IA RegisteredBroker
• Kevin Leo GaffeyCRD 6017952 · Neptune, NJ
  IA RegisteredRegistration inactive
• Timothy Carter HarperCRD 4281371 · Maitland, FL
  IA RegisteredBroker
• Jeffrey Clinton HaskinCRD 5352156 · Chicago, IL
  IA Registered
• Wayne Andrew HoffmanCRD 3169636 · Chicago, IL
  IA RegisteredBroker
• Gregory Curtis HuffmanCRD 2287414 · Chicago, IL
  IA Registered
• Mathew Holmes-HackerdCRD 8009909 · Groton, CT
  IA Registered
• Alexander Wallace InsleyCRD 2459019 · Chicago, IL
  IA Registered
  Disclosure event(s) on record
• Manish JainCRD 2556630 · Chicago, IL
  IA Registered
• Michael Aurelio JazoCRD 1793145 · Chicago, IL
  IA Registered
• Logan Liam JohnstonCRD 7915859 · Bellingham, WA
  IA Registered
• James Lawrence JonesCRD 6768059 · Arrington, TN
  IA RegisteredBroker
• Gregory John KarolichCRD 5739044 · Chicago, IL
  IA RegisteredBroker
• David Allen KecskesCRD 1938745 · Cincinnati, OH
  IA Registered
  Disclosure event(s) on record
• Hugh Edward KetchieCRD 5194089 · Raleigh, NC
  IA RegisteredBroker
• Edward Ryan KippCRD 6308814 · Chicago, IL
  IA Registered
• David Alan KotyCRD 2742418 · Franklin, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Bennett KinkadeCRD 8246607 · Chicago, IL
  IA Registered
• Brian Gordon LangenkampCRD 2878910 · Chicago, IL
  IA Registered
• Frank Christopher LanzaCRD 4215640 · Chicago, IL
  IA RegisteredBroker
• Randy Herman LeclairCRD 1997396 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian J LevyCRD 5623327 · Chicago, IL
  IA Registered
• Wayne Edward LockwoodCRD 2385472 · Union, WA
  IA RegisteredBroker
• Davis Charles LippCRD 8197422 · Chicago, IL
  IA Registered
• Nicholas Keith LopezCRD 7052805 · Chicago, IL
  IA RegisteredBroker
• Robert Joseph MacdonaldCRD 3071574 · Chicago, IL
  IA RegisteredBroker
• Bradley Taylor MendenhallCRD 5707156 · Sacramento, CA
  IA RegisteredBroker
• David MeyersCRD 5371989 · Chicago, IL
  IA Registered
• Andrew J MontgomeryCRD 5668018 · Chicago, IL
  IA RegisteredBroker
• Brian Nielsen MulberryCRD 3146156 · Littleton, CO
  IA RegisteredBroker
• Gregory Charles MurphyCRD 3189240 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Harold Lee MartinCRD 7945183 · Chicago, IL
  IA RegisteredBroker
• Tracy K MartinCRD 6956166 · Chicago, IL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.