Kevin Zeller is a registered investment advisor at Trustage Investment Management, based in Yardley, PA, with 27 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 349 clients with $39B 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
Yardley, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trustage Investment Management
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Previous Registrations
CUNA Brokerage Services, INC.
Navy Federal Investment Services, LLCBroker
Navy Federal Investment Services, LLC
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations51 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.
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