Advisor move
Zachary Karason
US Bancorp Advisors → Prudential Advisors (Mid America Financial Group)
What changed
Karason joined Prudential Advisors from U.S. Bancorp Advisors with more than $106 million in client assets.
- Reported / discovered
- Sep 3, 2026
- Effective
- Not reported
- New role
- financial advisor
- Previous role
- Not reported
- Market
- Cleveland, OH
- Reported book
- $106M
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
Alternatives Watch ↗Sep 3, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled