LZ
CFP
LZ
CFP

Lyndon Zielke

6 Years of Experience
Wichita, KS

Lyndon Zielke is a CFP-designated registered investment advisor at Stewardright, based in Wichita, KS, with 6 years of industry experience. Lyndon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 354 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
354 clients
Average Client Portfolio
$123K average
Assets Under Management
$43.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable and may vary from the firm’s published fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

515 S Main St, Suite 103, Wichita, KS, 67202

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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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Other Business Activities

Lyndon is a co-owner of Eighth Wonder, LLC, a commercial real estate holding company. He dedicates minimal time to this activity, which is administrative in nature and generally outside of business hours.

Employment History
Current Registrations
Stewardright
May 2019 - Present · 7 yrs
State Registrations2 states
KSTX
Advisor

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.
Lyndon Zielke - Financial Advisor | TrueAdvisor