Brian Zerr is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Jefferson City, MO, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3325 Emerald Lane, Suite A, Jefferson City, MO, 65109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian has ownership stakes in several investment-related entities including Zerr Properties LLC, Finteris Wealth Management LLC, ZWM LLC, Finteris Holding Company LLC, and OZFW LLC. He also owns rental property and 3325 Emerald Lane LLC, which holds rental property, and operates a family farm; these activities take minimal to about a quarter of his time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations47 states
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