Kirby Zeller
Kirby Zeller is a registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 32 years of industry experience. Kirby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6745 Rangewood Dr. Ste 200, Colorado Springs, CO, 80918
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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
Kirby owns Zeller Wealth Management, LLC, providing investment and advisory services, dedicating full-time hours to the business. He is also an insurance agent with Zeller and Associates, selling life, health, annuities, and disability insurance, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
LPL Financial LLCBroker
LPL Financial LLC
Investacorp Advisory Services INC
Investacorp, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations11 states
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