Michael Zisa
Michael Zisa is a registered investment advisor at Viking Wealth Management LLC, based in Yardley, PA, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Viking Wealth Management's fees for investment management range from 0.50% to 1.00% of your portfolio. Please see the Wrap Fee Program Brochure Part 2A Appendix of Form ADV for specifics.
Location
Yardley, PA
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Regulatory History (1)
Regulatory
May 2024Other Business ActivitiesSells Insurance
Michael is a teacher at Pennsbury School District and Bucks County Community College. He is also an insurance agent selling fixed insurance products, an author, an online school content creator, and a cashier at Philadelphia Gun Club.
Employment History
Current Registrations
Viking Wealth Management LLC
Previous Registrations
New Century Financial Group, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.