Geoffrey Ziegler
Geoffrey Ziegler is a registered investment advisor at Raymond James & Associates, INC., based in Cincinnati, OH, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
400 E Business Way, Suite 101, Cincinnati, OH, 45241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Geoffrey is a finance committee member for St. John the Baptist Parish, assisting with the budget and setting financial goals. This role requires minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations31 states
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