KZ
KZ

Kip Zebroski

17 Years of Experience
Jacksonville, FL
Broker

Kip Zebroski is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5011 Gate Parkway, Suite 200 Building 100, Jacksonville, FL, 32256

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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 Activities

Kip owns Gallco Company, an S Corp for Finet Practice, and has 33.33% ownership in WBZFP LLC, both investment-related. Kip dedicates full-time hours to both activities, including time during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
August 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2013 - August 2023 · 10 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
February 2013 - August 2023 · 10 yrs 6 mos
Manulife Financial Securities LLC
October 2002 - June 2003 · 8 mos
Manulife Financial Securities LLCBroker
January 2002 - June 2003 · 1 yr 5 mos
Manulife Wood Logan, INC.Broker
October 1999 - January 2002 · 2 yrs 3 mos
Cypresstree Funds Distributors, INC.Broker
October 1998 - October 1999 · 1 yr
State Registrations10 states
CACTFLMANCNJNYSCTNWA
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.
Kip Zebroski - Financial Advisor | TrueAdvisor