RZ
CFP · ChFC
RZ
CFP · ChFC

Rodney Zoyhofski

37 Years of Experience
Canton, OH
BrokerSells Insurance

Rodney Zoyhofski is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Canton, OH, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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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
LPL Financial LLCBroker
May 2004 - Present · 22 yrs
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.