Kurt Zoeller is a registered investment advisor, based in Chesterfield, MO, with 37 years of industry experience.
Location
15455 Conway Road, Chesterfield, MO, 63017
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kurt is involved in insurance activities through Golden Rule Insurance Company and directly. He also owns Zoeller Asset Management, LLC and serves as a successor trustee for two trusts, dedicating minimal time to those roles.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
State Registrations15 states
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.