DZ
CFP
DZ
CFP

Donald James Zolfo

12 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
6,572 clients
Average Client Portfolio
$644K average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$50K
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Location

New Lenox, IL

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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 ActivitiesSells Insurance

Donald has been an insurance agent since 2013, focusing on sales and service. He dedicates minimal time to this activity.

Employment History
Current Registrations
Sowell Management
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
83rd St. Wealth Management, LLC
February 2016 - December 2020 · 4 yrs 10 mos
Wells Fargo Advisors, LLC
December 2013 - February 2016 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
November 2013 - February 2016 · 2 yrs 3 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Donald James Zolfo - Financial Advisor | TrueAdvisor