Kevin Zoltek
Kevin Zoltek is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wilmington, NC, with 25 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7225 Wrightsville Ave, Suite 201, Wilmington, NC, 28403
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Regulatory History
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 ActivitiesSells Insurance
Kevin is a CPA and financial planner since 1997, dedicating minimal time to these activities. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
State Registrations14 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.
Exams
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