TrueAdvisor
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ZL
CFP
ZL
CFP

Zoran Lozo

Missionsquare Wealth Management
29 Years of Experience
Woodland Hills, CA
Broker
View SEC Summary
View SEC Summary

Zoran Lozo is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Woodland Hills, CA, with 29 years of industry experience. Zoran is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Missionsquare Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
146 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

The wrap fee is a flat 0.30% annually, charged quarterly in arrears. Cash portions of the account are excluded from the fee. The fee is non-negotiable, though the firm may waive all or a portion in its sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Woodland Hills, CA

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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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Employment History
Current Registrations
Missionsquare Wealth Management
February 2026 - Present · 8 mos
Missionsquare Wealth Management
July 2015 - Present · 11 yrs 3 mos
Missionsquare Wealth ManagementBroker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Missionsquare Retirement
July 2015 - March 2026 · 10 yrs 8 mos
First Brokerage America, L.L.C.
March 2015 - June 2015 · 3 mos
First Brokerage America, L.L.C.Broker
March 2015 - June 2015 · 3 mos
LPL Financial LLC
November 2012 - March 2015 · 2 yrs 4 mos
LPL Financial LLCBroker
November 2012 - March 2015 · 2 yrs 4 mos
Cuso Financial Services, L.P.
September 2010 - November 2012 · 2 yrs 2 mos
Cuso Financial Services, L.P.Broker
September 2010 - November 2012 · 2 yrs 2 mos
CUNA Brokerage Services, INC.Broker
March 2005 - September 2010 · 5 yrs 6 mos
CUNA Brokerage Services, INC.
March 2005 - September 2010 · 5 yrs 6 mos
Essex National Securities, INC.
November 2003 - March 2005 · 1 yr 4 mos
Essex National Securities, INC.Broker
September 2003 - March 2005 · 1 yr 6 mos
Gateway Investment Services, INC.Broker
July 2003 - September 2003 · 2 mos
Princor Financial Services Corporation
May 2002 - July 2003 · 1 yr 2 mos
Princor Financial Services CorporationBroker
May 2002 - July 2003 · 1 yr 2 mos
Quick & Reilly, INC.Broker
October 2001 - May 2002 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2000 - October 2001 · 1 yr
AXA Advisors, LLCBroker
January 1997 - October 2000 · 3 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1997 - January 2000 · 3 yrs
State Registrations8 states
CADCFLMNNDNVWAWI
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.
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