AZ

Anthony Zantua Zantua

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
77 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B

Fee Structure

Financial Planning:Investment management only

WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.

Areas of Practice
Investment Management
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Advisor Information

Office location

Prior Lake, MN

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Regulatory History (1)
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Criminal
May 1988
Final Disposition
Other Business Activities

Anthony works as a plan consultant for Strategic Retirement Partners, providing service on 401k plans to plan sponsors. This investment-related activity takes up more than full-time hours.

Employment History
Current Registrations
Wellth Advisory Services, LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Global Retirement Partners LLC
April 2019 - July 2024 · 5 yrs 3 mos
Kestra Investment Services, LLCBroker
October 2018 - April 2019 · 6 mos
Kestra Advisory Services, LLC
October 2018 - April 2019 · 6 mos
Wealth Enhancement Advisory Services, LLC
May 2013 - October 2018 · 5 yrs 5 mos
Wealth Enhancement Brokerage Services, LLCBroker
May 2013 - October 2018 · 5 yrs 5 mos
LPL Financial LLC Broker
April 2013 - November 2018 · 5 yrs 7 mos
Transamerica Financial Advisors, INC.
January 2013 - April 2013 · 3 mos
Transamerica Financial Advisors, INC Broker
September 2009 - April 2013 · 3 yrs 7 mos
Transamerica Financial Advisors, INC.Broker
September 2005 - September 2009 · 4 yrs
Metlife Securities INC.Broker
February 2004 - September 2005 · 1 yr 7 mos
Metropolitan Life Insurance CompanyBroker
February 2004 - September 2005 · 1 yr 7 mos
Birchtree Financial Services, INC.Broker
December 2002 - September 2003 · 9 mos
American Express Financial Advisors INC. Broker
January 1991 - April 1999 · 8 yrs 3 mos
Ids Life Insurance CompanyBroker
December 1990 - April 1999 · 8 yrs 4 mos
State Registrations4 states
IAMNSDWI
Advisor
Exams
No exam information available for this advisor.
Anthony Zantua Zantua - Financial Advisor | AdvisorDiscover