Company Information

Get to know Zeller Kern Wealth Advisors

Zeller Kern Wealth Advisors is an independent, fee-only wealth management firm that acts as a fiduciary for its clients, which include successful individuals, families, and business owners. Founded in 2007, the company focuses on a "True Wealth" approach that integrates life planning with financial planning and investment management. Their mission is to help clients achieve their most important goals and live their best lives by providing personalized, comprehensive financial advice free from conflicts of interest.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Zeller Kern Wealth Advisors

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.