NZ
CFP
NZ
CFP

Nathan Zolynsky

3 Years of Experience
Williamston, MI
Broker

Nathan Zolynsky is a CFP-designated registered investment advisor at LPL Financial LLC, based in Williamston, MI, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

148 E Grand River Ave., Williamston, MI, 48895

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
LPL Financial LLCBroker
January 2026 - Present · 4 mos
Cg Advisory Services
October 2025 - Present · 7 mos
Previous Registrations
Mercer Global Advisors INC.
December 2022 - June 2025 · 2 yrs 6 mos
Vintage Financial Services LLC
August 2022 - September 2023 · 1 yr 1 mo
State Registrations1 state
MI
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.