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Timothy Zadzora

16 Years of Experience
Meridian, ID
BrokerSells Insurance

Timothy Zadzora is a registered investment advisor at Cetera Investment Advisers LLC, based in Meridian, ID, with 16 years of industry experience. Timothy 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
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Location

1020 N Hickory Ste 105, Meridian, ID, 83642

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Timothy operates Link Wealth Management as a DBA for securities and fixed insurance business. He also works as an insurance agent selling life and annuities with various companies, dedicating a few hours per week to this activity since 2012.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
February 2012 - Present · 14 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
February 2012 - March 2024 · 12 yrs 1 mo
Pacific West Financial Consultants INC
April 2009 - February 2012 · 2 yrs 10 mos
Pacific West Securities, INC.Broker
April 2009 - February 2012 · 2 yrs 10 mos
State Registrations10 states
CACOIAIDNCNJORUTVAWA
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.