Bryan Zichterman
Bryan Zichterman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Holland, MI, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
510 W 17th St, Holland, MI, 49423
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Bryan has an account with Advocare to order their energy powder, though he hasn't done so in a long time. He also owns Drifter Lee Enterprises LLC and PC Lee Enterprises LLC, the latter being used for personal real estate opportunities and receiving revenue from Zichterman Wealth Management at RJFS, and is a partner in Zichterman and Clark LLC, a real estate venture.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations18 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.