KZ

Kevin Michael Zeller

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
23 advisors
Number of Clients
363 clients
Average Client Portfolio
$102.6M average
Assets Under Management
$37.3B

Fee Structure

Financial Planning:Investment management only

Fees for unaffiliated clients are negotiable, ranging from 0.10% to 1.00% annually based on the market value of assets managed. The level of fees depends on the engagement, account size, asset composition, and client preferences. Fees are billed monthly or quarterly in arrears and are typically non-refundable. Clients are responsible for custodial fees, brokerage expenses, and investment-related costs.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

5910 Mineral Point Rd, Madison, WI, 53705

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Trustage Investment Management
May 2024 - Present · 1 yr 8 mos
CUNA Brokerage Services, INC.
August 2022 - Present · 3 yrs 5 mos
CUNA Brokerage Services, INC.Broker
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
CUNA Brokerage Services, INC.
August 2022 - March 2023 · 7 mos
Navy Federal Investment Services, LLC Broker
April 2019 - May 2022 · 3 yrs 1 mo
Navy Federal Investment Services, LLC
April 2019 - May 2022 · 3 yrs 1 mo
Capital One Advisors, LLC
May 2015 - April 2019 · 3 yrs 11 mos
Capital One Investing, LLCBroker
May 2015 - April 2019 · 3 yrs 11 mos
Blackrock Financial Management, INC
May 2006 - December 2014 · 8 yrs 7 mos
Blackrock Investments, LLCBroker
May 2004 - December 2014 · 10 yrs 7 mos
Vanguard Marketing CorporationBroker
June 1998 - March 2004 · 5 yrs 9 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.