EZ
EZ

Edward Zeller

32 Years of Experience
Lawrence, KS
BrokerSells Insurance

Edward Zeller is a registered investment advisor at Cetera Investment Advisers LLC, based in Lawrence, KS, with 32 years of industry experience. Edward 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3320 Mesa Way Ste C, Lawrence, KS, 66049

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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

Edward sells fixed insurance products, including life, health, disability, annuities, long-term care, and critical illness insurance. He also prepares taxes for clients, is the owner of LFG DBA Brush Creek Partners, and is involved with the Lawarence Action Civitan Club.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2001 - Present · 24 yrs 11 mos
Previous Registrations
Mcdaniel Knutson Financial Partners
November 2010 - April 2015 · 4 yrs 5 mos
Cetera Advisor Networks LLC
January 2002 - June 2023 · 21 yrs 5 mos
Woodbury Financial Services, INC.Broker
August 1993 - June 2001 · 7 yrs 10 mos
State Registrations19 states
AZCOFLIAILINKSLAMAMNMOMTNCNEOKORSCTXWA
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.
Edward Zeller - Financial Advisor | TrueAdvisor