PZ
CFP
PZ
CFP

Pamela Zschoche

25 Years of Experience
Overland Park, KS
Broker

Pamela Zschoche is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 25 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

10955 Lowell Avenue Ste 920, Overland Park, KS, 66210

Get directions

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.

Learn about disclosures →
Other Business Activities

Pamela owns Zschoche Financial Planning, a financial services business, and spends about a quarter of her time on it. She also owns and manages Zschoche Farms, Inc. and Zschoche Family Farms, which are farming businesses.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
November 2006 - March 2024 · 17 yrs 4 mos
Invest Financial CorporationBroker
April 2004 - November 2006 · 2 yrs 7 mos
Invest Financial Corporation
April 2004 - November 2006 · 2 yrs 7 mos
Metlife Securities INC.Broker
April 2003 - April 2004 · 1 yr
Metlife Securities INC.
April 2003 - April 2004 · 1 yr
Metropolitan Life Insurance CompanyBroker
April 2003 - April 2004 · 1 yr
Waddell & Reed, INC.
August 2000 - April 2003 · 2 yrs 8 mos
Waddell & Reed, INC.Broker
June 2000 - April 2003 · 2 yrs 10 mos
State Registrations7 states
CACOFLIAKSMONV
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.