Jeffrey Zufall
Jeffrey Zufall is a registered investment advisor at Kestra Advisory Services, LLC, based in Ellisville, MO, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
281 Clarkson Road, Suite 102, Ellisville, MO, 63011
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2011Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Jeffrey works as an investment advisor representative for Kestra Advisory Services, LLC, dedicating nearly full-time hours. He also works as an agent at Capital Advisors Group, Inc. doing tax/accounting/CPA work, and is the president of Capital Advisory Group, Inc. where he runs day-to-day operations, also dedicating nearly full-time hours. Finally, Jeffrey is an author and a member of MKZ, LLC, a real estate company, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations13 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.