Steven Zutz is a registered investment advisor at Wells Fargo Advisors, based in Mobile, AL, with 13 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4650 Airport Blvd, Mobile, AL, 36608
Get directionsHistory
Regulatory History (1)
Criminal
February 2006Other Business Activities
Steven has 100% ownership of Zutz, LLC since 2019, which is not investment related. He spends a few hours per week on day-to-day operations, including contacting suppliers and creating online sales listings.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations10 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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