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Anthony Zantua

Wellth Advisory Services, LLC
31 Years of Experience
Prior Lake, MN
1 Disclosure
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Anthony Zantua is a registered investment advisor at Wellth Advisory Services, LLC, based in Prior Lake, MN, with 31 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,887 clients with $27B in assets under management.

Wellth Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,887 clients
Average Client Portfolio
$6.9M average
Assets Under Management
$26.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

Fees are negotiable on a client-by-client basis. Rates reflect maximum annual fees; specific program fees (such as LPL advisory programs) and third-party manager fees may apply separately.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Prior Lake, MN

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History

Regulatory History (1)
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Criminal
May 1988
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anthony works as a plan consultant for Strategic Retirement Partners, providing service on 401k plans to plan sponsors. This investment-related activity takes up more than full-time hours.

Employment History
Current Registrations
Wellth Advisory Services, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Global Retirement Partners LLC
April 2019 - July 2024 · 5 yrs 3 mos
Kestra Investment Services, LLCBroker
October 2018 - April 2019 · 6 mos
Kestra Advisory Services, LLC
October 2018 - April 2019 · 6 mos
Wealth Enhancement Advisory Services, LLC
May 2013 - October 2018 · 5 yrs 5 mos
Wealth Enhancement Brokerage Services, LLCBroker
May 2013 - October 2018 · 5 yrs 5 mos
LPL Financial LLCBroker
April 2013 - November 2018 · 5 yrs 7 mos
Transamerica Financial Advisors, INC.
January 2013 - April 2013 · 3 mos
Transamerica Financial Advisors, INCBroker
September 2009 - April 2013 · 3 yrs 7 mos
Transamerica Financial Advisors, INC.Broker
September 2005 - September 2009 · 4 yrs
Metlife Securities INC.Broker
February 2004 - September 2005 · 1 yr 7 mos
Metropolitan Life Insurance CompanyBroker
February 2004 - September 2005 · 1 yr 7 mos
Birchtree Financial Services, INC.Broker
December 2002 - September 2003 · 9 mos
American Express Financial Advisors INC.Broker
January 1991 - April 1999 · 8 yrs 3 mos
Ids Life Insurance CompanyBroker
December 1990 - April 1999 · 8 yrs 4 mos
State Registrations4 states
IAMNSDWI
Advisor

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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