NZ
CFP
NZ
CFP
Nathan Zielonka
19 Years of Experience
Newtonville, MA
1 DisclosureBrokerSells Insurance
Nathan Zielonka is a CFP-designated registered investment advisor, based in Newtonville, MA, with 19 years of industry experience.
Location
288 Walnut Street, Suite 410, Newtonville, MA, 02460
Get directionsHistory
Regulatory History (1)
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Criminal
January 2016Final Disposition
Other Business ActivitiesSells Insurance
Nathan is involved with several organizations, including the Financial Planning Association, MA Society of Enrolled Agents, and Urban Edge Housing Corp. He also provides tax preparation and planning services through Zielonka Financial Services LLC and has the ability to sell various annuity and insurance products through Avantax Insurance Agency/Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
May 2011 - September 2025 · 14 yrs 4 mos
Avantax Investment Services, INC.Broker
March 2011 - September 2025 · 14 yrs 6 mos
Ameriprise Financial Services, INC.Broker
February 2007 - April 2011 · 4 yrs 2 mos
State Registrations1 state
MA
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.