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RZ
CFP · ChFC
RZ
CFP · ChFC

Rodney Zoyhofski

LPL Financial LLC
38 Years of Experience
Canton, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Rodney Zoyhofski is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Canton, OH, with 38 years of industry experience. Rodney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4001 Whipple Ave NW, Unit 102, Canton, OH, 44718

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History

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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Other Business ActivitiesSells Insurance

Rodney operates under the DBA Zoyhofski Financial Services, LLC and sells non-variable insurance products including disability, life, health, LTC, and P&C. He also acts as trustee on his office 401k plan and manages investments inside a partnership for estate planning, dedicating minimal time to this.

Employment History
Current Registrations
LPL Financial LLC
May 2004 - Present · 22 yrs 5 mos
LPL Financial LLC
May 2004 - Present · 22 yrs 5 mos
LPL Financial LLCBroker
May 2004 - Present · 22 yrs 5 mos
Previous Registrations
Ws Griffith Securities, INC.
January 2000 - May 2004 · 4 yrs 4 mos
Ws Griffith Securities, INC.Broker
July 1988 - May 2004 · 15 yrs 10 mos
Home Life Insurance CompanyBroker
July 1988 - October 1992 · 4 yrs 3 mos
State Registrations35 states
AKALAZCACOCTDCFLGAIAIDILINKYLAMAMDMIMNMTNCNENJNMNYOHOKPASCTNTXUTVAWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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